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 | $79,063 | $102,317-22.7% | $146,958-46.2% | $80,856-2.2% |
| Participation rate | 47.8% | 75.8%-28.1pp | 82.2%-34.4pp | 67.6%-19.9pp |
| Annual return | 8.03% | 134.76%-126.7pp | 418.34%-410.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $590 | $3,713-84.1% | $4,933-88.0% | $2,755-78.6% |
| Participant deferral / active EE | $6,977 | $6,644+5.0% | $8,070-13.5% | $4,296+62.4% |
| Admin fee / account holder | $5,476 | $7,941-31.0% | $12,998-57.9% | $6,918-20.8% |