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 | $100,081 | $84,556+18.4% | $116,228-13.9% | $74,304+34.7% |
| Participation rate | 45.2% | 66.0%-20.8pp | 74.6%-29.4pp | 60.3%-15.2pp |
| Annual return | 7.08% | 18.35%-11.3pp | 90.06%-83.0pp | 29.43%-22.4pp |
| Employer contribution / active EE | $500 | $2,168-76.9% | $2,994-83.3% | $2,241-77.7% |
| Participant deferral / active EE | $1,903 | $3,814-50.1% | $4,953-61.6% | $3,767-49.5% |
| Admin fee / account holder | $2,285 | $3,792-39.7% | $11,989-80.9% | $2,969-23.0% |