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 | $95,478 | $89,753+6.4% | $107,525-11.2% | $84,808+12.6% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 7.23% | 29.48%-22.3pp | 181.32%-174.1pp | 40.90%-33.7pp |
| Employer contribution / active EE | $741 | $3,113-76.2% | $3,754-80.3% | $2,631-71.8% |
| Participant deferral / active EE | $3,649 | $4,056-10.0% | $5,116-28.7% | $4,212-13.4% |
| Admin fee / account holder | $36,977 | $7,222+412.0% | $8,919+314.6% | $7,344+403.5% |