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 | $86,187 | $89,753-4.0% | $107,525-19.8% | $84,808+1.6% |
| Participation rate | 41.7% | 68.1%-26.4pp | 75.1%-33.4pp | 68.3%-26.6pp |
| Annual return | 12.67% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $662 | $3,113-78.7% | $3,754-82.4% | $2,631-74.8% |
| Participant deferral / active EE | $2,125 | $4,056-47.6% | $5,116-58.5% | $4,212-49.5% |
| Admin fee / account holder | $25,749 | $7,222+256.5% | $8,919+188.7% | $7,344+250.6% |