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 | $98,219 | $79,944+22.9% | $98,439-0.2% | $75,163+30.7% |
| Participation rate | 67.7% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.6pp |
| Annual return | 10.33% | 19.75%-9.4pp | 21.16%-10.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,244 | $3,752-13.5% | $4,738-31.5% | $4,125-21.4% |
| Admin fee / account holder | $15,856 | $6,840+131.8% | $8,948+77.2% | $5,651+180.6% |