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 | $69,404 | $73,933-6.1% | $96,683-28.2% | $75,163-7.7% |
| Participation rate | 69.6% | 66.4%+3.1pp | 74.3%-4.8pp | 67.2%+2.4pp |
| Annual return | 11.94% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,030 | $3,659+92.1% | $4,878+44.1% | $4,125+70.4% |
| Admin fee / account holder | $17,622 | $5,216+237.8% | $6,730+161.9% | $5,651+211.9% |