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 | $96,689 | $80,968+19.4% | $96,544+0.2% | $75,163+28.6% |
| Participation rate | 61.1% | 71.8%-10.7pp | 76.0%-14.9pp | 67.2%-6.1pp |
| Annual return | 12.19% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $591 | $2,282-74.1% | $2,965-80.1% | $2,670-77.9% |
| Participant deferral / active EE | $1,793 | $3,928-54.4% | $4,851-63.0% | $4,125-56.5% |
| Admin fee / account holder | $18,780 | $6,724+179.3% | $8,252+127.6% | $5,651+232.3% |