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 | $100,297 | $98,750+1.6% | $149,696-33.0% | $79,858+25.6% |
| Participation rate | 43.9% | 75.8%-31.9pp | 82.5%-38.6pp | 69.6%-25.8pp |
| Annual return | 11.29% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $316 | $3,216-90.2% | $4,644-93.2% | $2,471-87.2% |
| Participant deferral / active EE | $3,261 | $5,680-42.6% | $6,842-52.3% | $3,740-12.8% |
| Admin fee / account holder | $3,391 | $6,053-44.0% | $9,309-63.6% | $5,306-36.1% |