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 | $109,821 | $91,552+20.0% | $133,956-18.0% | $79,858+37.5% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.4pp |
| Annual return | 8.61% | 61.85%-53.2pp | 45.09%-36.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $520 | $2,384-78.2% | $3,919-86.7% | $2,471-79.0% |
| Participant deferral / active EE | $2,132 | $3,733-42.9% | $5,048-57.8% | $3,740-43.0% |
| Admin fee / account holder | $9,828 | $6,321+55.5% | $8,927+10.1% | $5,306+85.2% |