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 | $120,516 | $148,978-19.1% | $200,582-39.9% | $84,808+42.1% |
| Participation rate | 53.8% | 84.2%-30.5pp | 86.9%-33.1pp | 68.3%-14.6pp |
| Annual return | 10.85% | 28.16%-17.3pp | 42.33%-31.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | -$11 | $4,815-100.2% | $6,419-100.2% | $2,631-100.4% |
| Participant deferral / active EE | $5,075 | $7,142-28.9% | $9,331-45.6% | $4,212+20.5% |
| Admin fee / account holder | $11,971 | $13,977-14.4% | $16,305-26.6% | $7,344+63.0% |