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 | $89,671 | $63,346+41.6% | $92,233-2.8% | $70,131+27.9% |
| Participation rate | 44.0% | 68.7%-24.7pp | 76.5%-32.5pp | 69.5%-25.5pp |
| Annual return | 9.64% | 530.12%-520.5pp | 176.28%-166.6pp | 73.14%-63.5pp |
| Employer contribution / active EE | $391 | $2,471-84.2% | $3,679-89.4% | $2,342-83.3% |
| Participant deferral / active EE | $2,086 | $2,854-26.9% | $3,897-46.5% | $3,332-37.4% |
| Admin fee / account holder | $6,087 | $3,840+58.5% | $5,194+17.2% | $4,645+31.0% |