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 | $63,309 | $99,985-36.7% | $146,665-56.8% | $85,850-26.3% |
| Participation rate | 57.5% | 73.1%-15.6pp | 80.1%-22.6pp | 69.3%-11.8pp |
| Annual return | 10.77% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $622 | $2,559-75.7% | $4,136-85.0% | $2,565-75.7% |
| Participant deferral / active EE | $2,490 | $4,006-37.8% | $5,506-54.8% | $3,952-37.0% |
| Admin fee / account holder | $1,940 | $7,702-74.8% | $10,280-81.1% | $6,260-69.0% |