See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,584 | $76,367+26.5% | $93,606+3.2% | $72,985+32.3% |
| Participation rate | 54.5% | 71.7%-17.2pp | 75.8%-21.3pp | 69.5%-14.9pp |
| Annual return | 12.86% | 25.82%-13.0pp | 32.76%-19.9pp | 81.00%-68.1pp |
| Employer contribution / active EE | $225 | $2,275-90.1% | $2,718-91.7% | $2,440-90.8% |
| Participant deferral / active EE | $2,211 | $3,538-37.5% | $4,069-45.7% | $3,607-38.7% |
| Admin fee / account holder | $1,907 | $6,838-72.1% | $7,888-75.8% | $5,124-62.8% |