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 | $76,876 | $125,758-38.9% | $169,993-54.8% | $75,163+2.3% |
| Participation rate | 68.6% | 83.6%-15.0pp | 87.0%-18.4pp | 67.2%+1.4pp |
| Annual return | 4.89% | 27.20%-22.3pp | 53.37%-48.5pp | 160.62%-155.7pp |
| Employer contribution / active EE | $1,282 | $4,615-72.2% | $6,785-81.1% | $2,670-52.0% |
| Participant deferral / active EE | $3,834 | $6,837-43.9% | $10,408-63.2% | $4,125-7.1% |
| Admin fee / account holder | $16,608 | $8,173+103.2% | $12,815+29.6% | $5,651+193.9% |