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 | $108,979 | $109,881-0.8% | $150,045-27.4% | $84,808+28.5% |
| Participation rate | 69.6% | 76.1%-6.5pp | 82.3%-12.8pp | 68.3%+1.3pp |
| Annual return | 11.78% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $648 | $3,561-81.8% | $4,693-86.2% | $2,631-75.4% |
| Participant deferral / active EE | $6,412 | $6,636-3.4% | $7,997-19.8% | $4,212+52.3% |
| Admin fee / account holder | $11,471 | $8,568+33.9% | $13,435-14.6% | $7,344+56.2% |