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 | $106,175 | $102,966+3.1% | $90,281+17.6% | $152,861-30.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 4.53% | 95.16%-90.6pp | 78.10%-73.6pp | 345.32%-340.8pp |
| Employer contribution / active EE | $160 | $3,139-94.9% | $2,854-94.4% | $4,762-96.6% |
| Participant deferral / active EE | $2,556 | $4,281-40.3% | $3,885-34.2% | $5,850-56.3% |
| Admin fee / account holder | $7,540 | $6,171+22.2% | $5,351+40.9% | $11,596-35.0% |