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 | $60,022+98.5% | $88,946+33.9% | $84,808+40.5% |
| Participation rate | 62.7% | 57.8%+4.9pp | 68.8%-6.1pp | 68.3%-5.6pp |
| Annual return | 13.18% | 22.43%-9.3pp | 57.82%-44.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,131 | $3,114+225.4% | $4,581+121.1% | $4,212+140.5% |
| Admin fee / account holder | $15,055 | $4,811+212.9% | $8,261+82.2% | $7,344+105.0% |