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 | $94,308 | $102,317-7.8% | $146,958-35.8% | $80,856+16.6% |
| Participation rate | 31.7% | 75.8%-44.1pp | 82.2%-50.4pp | 67.6%-35.9pp |
| Annual return | 10.24% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $241 | $3,713-93.5% | $4,933-95.1% | $2,755-91.2% |
| Participant deferral / active EE | $2,955 | $6,644-55.5% | $8,070-63.4% | $4,296-31.2% |
| Admin fee / account holder | $2,318 | $7,941-70.8% | $12,998-82.2% | $6,918-66.5% |