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 | $124,084 | $93,571+32.6% | $135,903-8.7% | $75,163+65.1% |
| Participation rate | 65.2% | 75.2%-10.0pp | 81.9%-16.7pp | 67.2%-2.0pp |
| Annual return | 14.58% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $549 | $3,537-84.5% | $4,856-88.7% | $2,670-79.4% |
| Participant deferral / active EE | $2,715 | $6,404-57.6% | $7,758-65.0% | $4,125-34.2% |
| Admin fee / account holder | $11,461 | $6,975+64.3% | $10,762+6.5% | $5,651+102.8% |