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 | $106,280 | $99,985+6.3% | $146,665-27.5% | $85,850+23.8% |
| Participation rate | 44.6% | 73.1%-28.4pp | 80.1%-35.5pp | 69.3%-24.7pp |
| Annual return | 10.07% | 18.93%-8.9pp | 22.74%-12.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $472 | $2,559-81.6% | $4,136-88.6% | $2,565-81.6% |
| Participant deferral / active EE | $2,264 | $4,006-43.5% | $5,506-58.9% | $3,952-42.7% |
| Admin fee / account holder | $6,064 | $7,702-21.3% | $10,280-41.0% | $6,260-3.1% |