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 | $106,068 | $117,841-10.0% | $102,423+3.6% | $145,922-27.3% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 8.31% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,511 | $5,731+31.1% | $5,053+48.6% | $6,688+12.3% |
| Admin fee / account holder | $9,822 | $13,326-26.3% | $9,451+3.9% | $13,397-26.7% |