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 | $92,494 | $124,185-25.5% | $108,410-14.7% | $167,490-44.8% |
| Participation rate | 63.2% | 82.3%-19.1pp | 80.1%-17.0pp | 82.1%-18.9pp |
| Annual return | 9.00% | 1379.64%-1370.6pp | 905.27%-896.3pp | 478.56%-469.6pp |
| Employer contribution / active EE | $209 | $4,187-95.0% | $3,558-94.1% | $4,837-95.7% |
| Participant deferral / active EE | $4,022 | $6,908-41.8% | $6,563-38.7% | $6,341-36.6% |
| Admin fee / account holder | $18,936 | $9,455+100.3% | $7,295+159.6% | $12,309+53.8% |