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 | $73,387 | $198,466-63.0% | $170,442-56.9% | $147,584-50.3% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 4.06% | 257.29%-253.2pp | 205.93%-201.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $295 | $6,184-95.2% | $5,433-94.6% | $4,876-93.9% |
| Participant deferral / active EE | $2,164 | $5,629-61.6% | $4,939-56.2% | $5,439-60.2% |
| Admin fee / account holder | $948 | $16,852-94.4% | $13,880-93.2% | $10,885-91.3% |