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 | $68,719 | $210,648-67.4% | $177,989-61.4% | $145,922-52.9% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 6.22% | 385.86%-379.6pp | 294.48%-288.3pp | 561.29%-555.1pp |
| Employer contribution / active EE | $90 | $4,565-98.0% | $3,949-97.7% | $4,660-98.1% |
| Participant deferral / active EE | $2,716 | $6,958-61.0% | $6,276-56.7% | $6,688-59.4% |
| Admin fee / account holder | $549 | $12,013-95.4% | $10,363-94.7% | $13,397-95.9% |