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 5-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 | $96,613 | $106,515-9.3% | $96,683-0.1% | $139,434-30.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 9.17% | 38.43%-29.3pp | 35.69%-26.5pp | 372.94%-363.8pp |
| Employer contribution / active EE | $400 | $4,103-90.3% | $3,737-89.3% | $4,751-91.6% |
| Participant deferral / active EE | $1,912 | $5,454-65.0% | $4,878-60.8% | $6,710-71.5% |
| Admin fee / account holder | $42,105 | $7,877+434.5% | $6,730+525.7% | $11,403+269.3% |