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 | $103,545 | $51,175+102.3% | $70,515+46.8% | $75,163+37.8% |
| Participation rate | 56.3% | 60.9%-4.7pp | 68.3%-12.1pp | 67.2%-10.9pp |
| Annual return | 11.63% | 30.02%-18.4pp | 32.77%-21.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $355 | $1,826-80.6% | $2,973-88.1% | $2,670-86.7% |
| Participant deferral / active EE | $2,730 | $2,849-4.2% | $4,567-40.2% | $4,125-33.8% |
| Admin fee / account holder | $5,911 | $4,091+44.5% | $6,412-7.8% | $5,651+4.6% |