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 | $92,188 | $79,944+15.3% | $98,439-6.4% | $75,163+22.7% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.2%-15.2pp | 67.2%-7.2pp |
| Annual return | 11.53% | 19.75%-8.2pp | 21.16%-9.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $286 | $2,264-87.4% | $3,048-90.6% | $2,670-89.3% |
| Participant deferral / active EE | $1,863 | $3,752-50.3% | $4,738-60.7% | $4,125-54.8% |
| Admin fee / account holder | $36,519 | $6,840+433.9% | $8,948+308.2% | $5,651+546.3% |