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 | $105,673 | $108,919-3.0% | $100,391+5.3% | $145,922-27.6% |
| Participation rate | 63.2% | 82.9%-19.8pp | 81.5%-18.3pp | 80.3%-17.1pp |
| Annual return | 9.92% | 57.88%-48.0pp | 49.20%-39.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $322 | $4,419-92.7% | $3,942-91.8% | $4,660-93.1% |
| Participant deferral / active EE | $3,989 | $8,445-52.8% | $8,082-50.6% | $6,688-40.4% |
| Admin fee / account holder | $47,223 | $9,689+387.4% | $7,899+497.8% | $13,397+252.5% |