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 | $130,109 | $103,376+25.9% | $87,100+49.4% | $152,861-14.9% |
| Participation rate | 46.7% | 79.3%-32.7pp | 76.9%-30.2pp | 82.4%-35.8pp |
| Annual return | 10.31% | 28.10%-17.8pp | 28.19%-17.9pp | 345.32%-335.0pp |
| Employer contribution / active EE | $475 | $3,220-85.3% | $2,521-81.2% | $4,762-90.0% |
| Participant deferral / active EE | $2,668 | $4,778-44.2% | $4,049-34.1% | $5,850-54.4% |
| Admin fee / account holder | $89,065 | $12,205+629.7% | $7,497+1088.1% | $11,596+668.0% |