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 | $108,085 | $109,881-1.6% | $150,045-28.0% | $84,808+27.4% |
| Participation rate | 69.4% | 76.1%-6.6pp | 82.3%-12.9pp | 68.3%+1.1pp |
| Annual return | 12.80% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $539 | $3,561-84.9% | $4,693-88.5% | $2,631-79.5% |
| Participant deferral / active EE | $6,429 | $6,636-3.1% | $7,997-19.6% | $4,212+52.6% |
| Admin fee / account holder | $17,613 | $8,568+105.6% | $13,435+31.1% | $7,344+139.8% |