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 | $127,106 | $112,096+13.4% | $95,952+32.5% | $158,922-20.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 4.99% | 171.09%-166.1pp | 91.61%-86.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $618 | $3,198-80.7% | $2,541-75.7% | $4,761-87.0% |
| Participant deferral / active EE | $8,000 | $4,784+67.2% | $4,167+92.0% | $5,982+33.7% |
| Admin fee / account holder | $78,467 | $10,130+674.6% | $6,795+1054.7% | $11,246+597.8% |