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 | $110,230 | $86,286+27.8% | $111,297-1.0% | $85,850+28.4% |
| Participation rate | 43.3% | 73.3%-30.0pp | 77.3%-34.0pp | 69.3%-26.0pp |
| Annual return | 6.15% | 19.99%-13.8pp | 54.65%-48.5pp | 318.53%-312.4pp |
| Employer contribution / active EE | $268 | $2,043-86.9% | $2,731-90.2% | $2,565-89.6% |
| Participant deferral / active EE | $3,430 | $3,641-5.8% | $4,487-23.6% | $3,952-13.2% |
| Admin fee / account holder | $2,116 | $8,188-74.2% | $7,964-73.4% | $6,260-66.2% |