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 | $106,419 | $104,974+1.4% | $95,585+11.3% | $142,382-25.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.1%-36.4pp | 80.1%-44.4pp |
| Annual return | 9.29% | 210.33%-201.0pp | 38.56%-29.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $160 | $2,779-94.3% | $2,527-93.7% | $4,299-96.3% |
| Participant deferral / active EE | $1,678 | $4,352-61.5% | $4,023-58.3% | $6,507-74.2% |
| Admin fee / account holder | $49,729 | $6,386+678.7% | $6,127+711.6% | $12,624+293.9% |