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 | $122,965 | $140,940-12.8% | $112,229+9.6% | $139,434-11.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 8.73% | 32.71%-24.0pp | 30.20%-21.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $689 | $4,283-83.9% | $3,430-79.9% | $4,751-85.5% |
| Participant deferral / active EE | $4,312 | $5,874-26.6% | $4,798-10.1% | $6,710-35.7% |
| Admin fee / account holder | $31,419 | $9,954+215.6% | $7,748+305.5% | $11,403+175.5% |