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 | $90,942 | $114,381-20.5% | $107,525-15.4% | $142,382-36.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 2.40% | 242.71%-240.3pp | 181.32%-178.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $688 | $4,015-82.9% | $3,754-81.7% | $4,299-84.0% |
| Participant deferral / active EE | $3,298 | $5,564-40.7% | $5,116-35.5% | $6,507-49.3% |
| Admin fee / account holder | $3,771 | $9,860-61.8% | $8,919-57.7% | $12,624-70.1% |