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 | $86,729 | $89,753-3.4% | $107,525-19.3% | $84,808+2.3% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 10.84% | 29.48%-18.6pp | 181.32%-170.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $530 | $3,113-83.0% | $3,754-85.9% | $2,631-79.9% |
| Participant deferral / active EE | $5,287 | $4,056+30.3% | $5,116+3.3% | $4,212+25.5% |
| Admin fee / account holder | $32,657 | $7,222+352.2% | $8,919+266.2% | $7,344+344.7% |