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 | $121,001 | $124,319-2.7% | $111,297+8.7% | $167,490-27.8% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 8.78% | 37.44%-28.7pp | 54.65%-45.9pp | 478.56%-469.8pp |
| Employer contribution / active EE | $485 | $3,435-85.9% | $2,731-82.2% | $4,837-90.0% |
| Participant deferral / active EE | $2,491 | $5,180-51.9% | $4,487-44.5% | $6,341-60.7% |
| Admin fee / account holder | $392 | $10,618-96.3% | $7,964-95.1% | $12,309-96.8% |