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 | $100,782 | $86,286+16.8% | $111,297-9.4% | $85,850+17.4% |
| Participation rate | 54.0% | 73.3%-19.3pp | 77.3%-23.3pp | 69.3%-15.3pp |
| Annual return | 6.34% | 19.99%-13.6pp | 54.65%-48.3pp | 318.53%-312.2pp |
| Employer contribution / active EE | $427 | $2,043-79.1% | $2,731-84.4% | $2,565-83.3% |
| Participant deferral / active EE | $3,278 | $3,641-9.9% | $4,487-26.9% | $3,952-17.0% |
| Admin fee / account holder | $2,515 | $8,188-69.3% | $7,964-68.4% | $6,260-59.8% |