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 | $92,843 | $130,194-28.7% | $169,993-45.4% | $71,457+29.9% |
| Participation rate | 60.7% | 86.1%-25.5pp | 87.0%-26.3pp | 67.9%-7.2pp |
| Annual return | 11.55% | 20.37%-8.8pp | 53.37%-41.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $1,153 | $4,381-73.7% | $6,785-83.0% | $2,588-55.4% |
| Participant deferral / active EE | $5,045 | $6,923-27.1% | $10,408-51.5% | $4,289+17.6% |
| Admin fee / account holder | $7,463 | $966+672.9% | $12,815-41.8% | $1,587+370.2% |