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 | $101,616 | $89,753+13.2% | $107,525-5.5% | $84,808+19.8% |
| Participation rate | 31.9% | 68.1%-36.1pp | 75.1%-43.2pp | 68.3%-36.4pp |
| Annual return | 11.55% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $396 | $3,113-87.3% | $3,754-89.4% | $2,631-84.9% |
| Participant deferral / active EE | $3,942 | $4,056-2.8% | $5,116-22.9% | $4,212-6.4% |
| Admin fee / account holder | $1,139 | $7,222-84.2% | $8,919-87.2% | $7,344-84.5% |