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 | $77,022 | $154,228-50.1% | $145,433-47.0% | $137,256-43.9% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 5.65% | 74.59%-68.9pp | 66.58%-60.9pp | 220.34%-214.7pp |
| Employer contribution / active EE | $270 | $4,804-94.4% | $4,554-94.1% | $4,156-93.5% |
| Participant deferral / active EE | $4,389 | $8,216-46.6% | $7,897-44.4% | $6,407-31.5% |
| Admin fee / account holder | $62,959 | $14,344+338.9% | $13,129+379.5% | $12,270+413.1% |