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 | $98,389 | $102,317-3.8% | $146,958-33.0% | $80,856+21.7% |
| Participation rate | 28.9% | 75.8%-46.9pp | 82.2%-53.2pp | 67.6%-38.7pp |
| Annual return | 11.17% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $209 | $3,713-94.4% | $4,933-95.8% | $2,755-92.4% |
| Participant deferral / active EE | $2,984 | $6,644-55.1% | $8,070-63.0% | $4,296-30.5% |
| Admin fee / account holder | $19,501 | $7,941+145.6% | $12,998+50.0% | $6,918+181.9% |