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 | $57,146 | $202,432-71.8% | $169,368-66.3% | $139,434-59.0% |
| Participation rate | 31.6% | 81.1%-49.5pp | 77.1%-45.6pp | 80.3%-48.7pp |
| Annual return | 8.26% | 531.74%-523.5pp | 405.60%-397.3pp | 372.94%-364.7pp |
| Employer contribution / active EE | $82 | $4,692-98.2% | $4,013-97.9% | $4,751-98.3% |
| Participant deferral / active EE | $2,803 | $6,938-59.6% | $6,221-54.9% | $6,710-58.2% |
| Admin fee / account holder | $904 | $10,708-91.6% | $9,003-90.0% | $11,403-92.1% |