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 7-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 | $96,101 | $79,013+21.6% | $100,391-4.3% | $74,495+29.0% |
| Participation rate | 55.5% | 79.5%-24.0pp | 81.5%-26.0pp | 67.2%-11.7pp |
| Annual return | 12.24% | 20.41%-8.2pp | 49.20%-37.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,956 | $7,760-49.0% | $8,082-51.0% | $4,346-9.0% |
| Admin fee / account holder | $3,044 | $1,320+130.6% | $7,899-61.5% | $1,942+56.8% |