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 | $90,854 | $95,416-4.8% | $185,823-51.1% | $85,850+5.8% |
| Participation rate | 27.3% | 68.8%-41.5pp | 81.7%-54.4pp | 69.3%-42.0pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $356 | $3,314-89.3% | $5,167-93.1% | $2,565-86.1% |
| Participant deferral / active EE | $2,289 | $3,423-33.1% | $5,568-58.9% | $3,952-42.1% |
| Admin fee / account holder | $53,189 | $7,213+637.4% | $16,237+227.6% | $6,260+749.7% |