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 | $81,803 | $102,317-20.0% | $146,958-44.3% | $80,856+1.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 9.94% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $776 | $3,713-79.1% | $4,933-84.3% | $2,755-71.8% |
| Participant deferral / active EE | $2,749 | $6,644-58.6% | $8,070-65.9% | $4,296-36.0% |
| Admin fee / account holder | $2,544 | $7,941-68.0% | $12,998-80.4% | $6,918-63.2% |