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 | $94,159 | $93,571+0.6% | $135,903-30.7% | $75,163+25.3% |
| Participation rate | 31.5% | 75.2%-43.7pp | 81.9%-50.4pp | 67.2%-35.7pp |
| Annual return | 11.25% | 30.90%-19.7pp | 68.23%-57.0pp | 160.62%-149.4pp |
| Employer contribution / active EE | $167 | $3,537-95.3% | $4,856-96.6% | $2,670-93.7% |
| Participant deferral / active EE | $2,549 | $6,404-60.2% | $7,758-67.1% | $4,125-38.2% |
| Admin fee / account holder | $12,625 | $6,975+81.0% | $10,762+17.3% | $5,651+123.4% |