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 | $110,438 | $100,041+10.4% | $149,718-26.2% | $70,131+57.5% |
| Participation rate | 64.2% | 83.6%-19.4pp | 87.1%-22.9pp | 69.5%-5.4pp |
| Annual return | 11.98% | 27.43%-15.4pp | 1501.63%-1489.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $490 | $3,662-86.6% | $5,445-91.0% | $2,342-79.1% |
| Participant deferral / active EE | $3,546 | $4,983-28.8% | $6,569-46.0% | $3,332+6.4% |
| Admin fee / account holder | $664 | $8,286-92.0% | $11,283-94.1% | $4,645-85.7% |