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 | $98,626 | $108,825-9.4% | $156,181-36.9% | $82,448+19.6% |
| Participation rate | 45.7% | 72.4%-26.7pp | 78.8%-33.1pp | 68.1%-22.4pp |
| Annual return | 10.99% | 20.59%-9.6pp | 64.87%-53.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $381 | $2,870-86.7% | $4,294-91.1% | $2,551-85.1% |
| Participant deferral / active EE | $2,234 | $4,577-51.2% | $6,132-63.6% | $4,139-46.0% |
| Admin fee / account holder | $6,172 | $9,341-33.9% | $14,586-57.7% | $7,234-14.7% |