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 | $113,876 | $109,413+4.1% | $156,263-27.1% | $84,808+34.3% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 9.74% | 20.18%-10.4pp | 59.47%-49.7pp | 40.90%-31.2pp |
| Employer contribution / active EE | $527 | $2,907-81.9% | $4,333-87.8% | $2,631-80.0% |
| Participant deferral / active EE | $4,261 | $4,590-7.2% | $6,158-30.8% | $4,212+1.2% |
| Admin fee / account holder | $24,022 | $9,357+156.7% | $14,255+68.5% | $7,344+227.1% |