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 | $65,716 | $157,256-58.2% | $141,162-53.4% | $152,861-57.0% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 12.61% | 64.32%-51.7pp | 71.39%-58.8pp | 345.32%-332.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,115 | $7,109-14.0% | $6,709-8.9% | $5,850+4.5% |
| Admin fee / account holder | $1,240 | $12,120-89.8% | $10,261-87.9% | $11,596-89.3% |