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 | $105,472 | $118,450-11.0% | $98,439+7.1% | $139,434-24.4% |
| Participation rate | 66.7% | 77.4%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | -8.50% | 18.94%-27.4pp | 21.16%-29.7pp | 372.94%-381.4pp |
| Employer contribution / active EE | $718 | $3,609-80.1% | $3,048-76.5% | $4,751-84.9% |
| Participant deferral / active EE | $3,738 | $5,392-30.7% | $4,738-21.1% | $6,710-44.3% |
| Admin fee / account holder | $1,953 | $14,026-86.1% | $8,948-78.2% | $11,403-82.9% |