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 | $131,771 | $198,466-33.6% | $170,442-22.7% | $147,584-10.7% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 0.75% | 257.29%-256.5pp | 205.93%-205.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $332 | $6,184-94.6% | $5,433-93.9% | $4,876-93.2% |
| Participant deferral / active EE | $3,860 | $5,629-31.4% | $4,939-21.9% | $5,439-29.0% |
| Admin fee / account holder | $3,000 | $16,852-82.2% | $13,880-78.4% | $10,885-72.4% |