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 | $138,063 | $133,922+3.1% | $116,228+18.8% | $142,382-3.0% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.6%-27.2pp | 80.1%-32.8pp |
| Annual return | 9.63% | 147.76%-138.1pp | 90.06%-80.4pp | 217.08%-207.4pp |
| Employer contribution / active EE | $403 | $3,446-88.3% | $2,994-86.5% | $4,299-90.6% |
| Participant deferral / active EE | $1,974 | $5,672-65.2% | $4,953-60.1% | $6,507-69.7% |
| Admin fee / account holder | $87,856 | $14,945+487.9% | $11,989+632.8% | $12,624+596.0% |