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 | $89,612 | $89,753-0.2% | $107,525-16.7% | $84,808+5.7% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 12.85% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $696 | $3,113-77.6% | $3,754-81.5% | $2,631-73.5% |
| Participant deferral / active EE | $4,542 | $4,056+12.0% | $5,116-11.2% | $4,212+7.8% |
| Admin fee / account holder | $4,413 | $7,222-38.9% | $8,919-50.5% | $7,344-39.9% |