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 | $44,156 | $214,378-79.4% | $200,582-78.0% | $142,382-69.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 10.23% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $720 | $6,841-89.5% | $6,419-88.8% | $4,299-83.3% |
| Participant deferral / active EE | $3,974 | $9,865-59.7% | $9,331-57.4% | $6,507-38.9% |
| Admin fee / account holder | $40,013 | $17,692+126.2% | $16,305+145.4% | $12,624+217.0% |