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 | $105,160 | $126,574-16.9% | $106,213-1.0% | $145,922-27.9% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 5.18% | 224.79%-219.6pp | 116.14%-111.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $312 | $3,730-91.6% | $3,171-90.2% | $4,660-93.3% |
| Participant deferral / active EE | $2,106 | $5,724-63.2% | $5,016-58.0% | $6,688-68.5% |
| Admin fee / account holder | $10,290 | $17,304-40.5% | $11,033-6.7% | $13,397-23.2% |