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 | $125,194 | $125,758-0.4% | $169,993-26.4% | $75,163+66.6% |
| Participation rate | 68.0% | 83.6%-15.6pp | 87.0%-19.0pp | 67.2%+0.8pp |
| Annual return | 10.90% | 27.20%-16.3pp | 53.37%-42.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $88 | $4,615-98.1% | $6,785-98.7% | $2,670-96.7% |
| Participant deferral / active EE | $3,125 | $6,837-54.3% | $10,408-70.0% | $4,125-24.2% |
| Admin fee / account holder | $2,614 | $8,173-68.0% | $12,815-79.6% | $5,651-53.7% |