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 | $101,897 | $172,111-40.8% | $150,298-32.2% | $137,256-25.8% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 8.89% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $287 | $4,636-93.8% | $4,154-93.1% | $4,156-93.1% |
| Participant deferral / active EE | $7,287 | $6,166+18.2% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $3,768 | $16,471-77.1% | $14,116-73.3% | $12,270-69.3% |