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 | $84,274 | $105,181-19.9% | $159,436-47.1% | $85,850-1.8% |
| Participation rate | 44.7% | 75.8%-31.0pp | 82.8%-38.1pp | 69.3%-24.6pp |
| Annual return | 9.22% | 45.07%-35.9pp | 263.57%-254.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $406 | $3,318-87.8% | $4,829-91.6% | $2,565-84.2% |
| Participant deferral / active EE | $5,047 | $5,945-15.1% | $7,352-31.4% | $3,952+27.7% |
| Admin fee / account holder | $7,354 | $6,933+6.1% | $10,799-31.9% | $6,260+17.5% |