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 | $67,106 | $102,317-34.4% | $146,958-54.3% | $80,856-17.0% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 10.03% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $556 | $3,713-85.0% | $4,933-88.7% | $2,755-79.8% |
| Participant deferral / active EE | $5,097 | $6,644-23.3% | $8,070-36.8% | $4,296+18.6% |
| Admin fee / account holder | $14,617 | $7,941+84.1% | $12,998+12.5% | $6,918+111.3% |