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 | $122,788 | $117,841+4.2% | $102,423+19.9% | $145,922-15.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 7.99% | 31.65%-23.7pp | 29.32%-21.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $351 | $3,615-90.3% | $3,023-88.4% | $4,660-92.5% |
| Participant deferral / active EE | $2,605 | $5,731-54.5% | $5,053-48.4% | $6,688-61.0% |
| Admin fee / account holder | $848 | $13,326-93.6% | $9,451-91.0% | $13,397-93.7% |