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 | $111,503 | $114,381-2.5% | $107,525+3.7% | $142,382-21.7% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 9.74% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $814 | $4,015-79.7% | $3,754-78.3% | $4,299-81.1% |
| Participant deferral / active EE | $3,201 | $5,564-42.5% | $5,116-37.4% | $6,507-50.8% |
| Admin fee / account holder | $11,500 | $9,860+16.6% | $8,919+28.9% | $12,624-8.9% |