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 | $149,856 | $209,336-28.4% | $197,124-24.0% | $137,256+9.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 10.18% | 48.09%-37.9pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $533 | $6,591-91.9% | $6,227-91.4% | $4,156-87.2% |
| Participant deferral / active EE | $4,697 | $9,614-51.1% | $9,135-48.6% | $6,407-26.7% |
| Admin fee / account holder | $7,354 | $17,308-57.5% | $16,298-54.9% | $12,270-40.1% |