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 | $76,166 | $79,944-4.7% | $98,439-22.6% | $75,163+1.3% |
| Participation rate | 65.3% | 70.4%-5.0pp | 75.2%-9.8pp | 67.2%-1.9pp |
| Annual return | 11.38% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $546 | $2,264-75.9% | $3,048-82.1% | $2,670-79.6% |
| Participant deferral / active EE | $3,004 | $3,752-19.9% | $4,738-36.6% | $4,125-27.2% |
| Admin fee / account holder | $8,945 | $6,840+30.8% | $8,9480% | $5,651+58.3% |