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 | $33,578 | $201,259-83.3% | $184,200-81.8% | $145,959-77.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 7.19% | 28.98%-21.8pp | 28.80%-21.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,101 | $7,018-84.3% | $6,424-82.9% | $4,661-76.4% |
| Participant deferral / active EE | $5,337 | $9,806-45.6% | $9,132-41.6% | $6,689-20.2% |
| Admin fee / account holder | $18,417 | $16,372+12.5% | $13,907+32.4% | $13,398+37.5% |