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 | $80,785 | $99,985-19.2% | $146,665-44.9% | $85,850-5.9% |
| Participation rate | 67.9% | 73.1%-5.2pp | 80.1%-12.2pp | 69.3%-1.5pp |
| Annual return | 11.20% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $468 | $2,559-81.7% | $4,136-88.7% | $2,565-81.8% |
| Participant deferral / active EE | $2,159 | $4,006-46.1% | $5,506-60.8% | $3,952-45.4% |
| Admin fee / account holder | $91,488 | $7,702+1087.8% | $10,280+790.0% | $6,260+1361.5% |