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 | $90,061 | $112,096-19.7% | $95,952-6.1% | $158,922-43.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 1.94% | 171.09%-169.2pp | 91.61%-89.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $43 | $3,198-98.6% | $2,541-98.3% | $4,761-99.1% |
| Participant deferral / active EE | $2,085 | $4,784-56.4% | $4,167-50.0% | $5,982-65.1% |
| Admin fee / account holder | $12,193 | $10,130+20.4% | $6,795+79.4% | $11,246+8.4% |