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 | $100,301 | $80,968+23.9% | $96,544+3.9% | $75,163+33.4% |
| Participation rate | 49.0% | 71.8%-22.7pp | 76.0%-26.9pp | 67.2%-18.2pp |
| Annual return | 12.24% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $187 | $2,282-91.8% | $2,965-93.7% | $2,670-93.0% |
| Participant deferral / active EE | $2,078 | $3,928-47.1% | $4,851-57.2% | $4,125-49.6% |
| Admin fee / account holder | $10,829 | $6,724+61.0% | $8,252+31.2% | $5,651+91.6% |