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 | $124,078 | $86,944+42.7% | $107,525+15.4% | $74,304+67.0% |
| Participation rate | 68.0% | 59.6%+8.4pp | 75.1%-7.1pp | 60.3%+7.6pp |
| Annual return | 11.78% | 23.52%-11.7pp | 181.32%-169.5pp | 29.43%-17.6pp |
| Employer contribution / active EE | $646 | $2,757-76.6% | $3,754-82.8% | $2,241-71.2% |
| Participant deferral / active EE | $3,732 | $3,554+5.0% | $5,116-27.1% | $3,767-0.9% |
| Admin fee / account holder | $3,980 | $3,727+6.8% | $8,919-55.4% | $2,969+34.1% |