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 | $119,713 | $148,978-19.6% | $200,582-40.3% | $84,808+41.2% |
| Participation rate | 69.8% | 84.2%-14.4pp | 86.9%-17.1pp | 68.3%+1.5pp |
| Annual return | 12.85% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,566 | $4,815-67.5% | $6,419-75.6% | $2,631-40.5% |
| Participant deferral / active EE | $3,896 | $7,142-45.4% | $9,331-58.2% | $4,212-7.5% |
| Admin fee / account holder | $4,847 | $13,977-65.3% | $16,305-70.3% | $7,344-34.0% |