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 | $119,119 | $57,590+106.8% | $86,233+38.1% | $82,448+44.5% |
| Participation rate | 62.7% | 57.9%+4.9pp | 69.0%-6.3pp | 68.1%-5.3pp |
| Annual return | 13.18% | 22.41%-9.2pp | 61.39%-48.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,131 | $3,080+228.9% | $4,559+122.2% | $4,139+144.7% |
| Admin fee / account holder | $15,055 | $4,730+218.3% | $8,342+80.5% | $7,234+108.1% |