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 | $103,486 | $91,552+13.0% | $133,956-22.7% | $79,858+29.6% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.8pp |
| Annual return | 5.39% | 61.85%-56.5pp | 45.09%-39.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $326 | $2,384-86.3% | $3,919-91.7% | $2,471-86.8% |
| Participant deferral / active EE | $1,685 | $3,733-54.9% | $5,048-66.6% | $3,740-54.9% |
| Admin fee / account holder | $1,557 | $6,321-75.4% | $8,927-82.6% | $5,306-70.6% |