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 | $86,129 | $60,022+43.5% | $88,946-3.2% | $84,808+1.6% |
| Participation rate | 48.1% | 57.8%-9.7pp | 68.8%-20.7pp | 68.3%-20.2pp |
| Annual return | 13.31% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $179 | $1,703-89.5% | $2,555-93.0% | $2,631-93.2% |
| Participant deferral / active EE | $4,794 | $3,114+54.0% | $4,581+4.6% | $4,212+13.8% |
| Admin fee / account holder | $1,698 | $4,811-64.7% | $8,261-79.4% | $7,344-76.9% |