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 | $85,079 | $84,936+0.2% | $111,297-23.6% | $79,386+7.2% |
| Participation rate | 57.7% | 75.9%-18.2pp | 77.3%-19.6pp | 70.7%-13.0pp |
| Annual return | 11.84% | 17.45%-5.6pp | 54.65%-42.8pp | 116.85%-105.0pp |
| Employer contribution / active EE | $424 | $1,979-78.6% | $2,731-84.5% | $2,427-82.5% |
| Participant deferral / active EE | $2,828 | $3,888-27.3% | $4,487-37.0% | $4,046-30.1% |
| Admin fee / account holder | $8,391 | $537+1462.1% | $7,964+5.4% | $626+1239.5% |