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 | $103,805 | $165,984-37.5% | $164,813-37.0% | $145,922-28.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.73% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $889 | $5,273-83.1% | $4,341-79.5% | $4,660-80.9% |
| Participant deferral / active EE | $3,693 | $6,959-46.9% | $6,031-38.8% | $6,688-44.8% |
| Admin fee / account holder | $321 | $16,648-98.1% | $12,690-97.5% | $13,397-97.6% |