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 | $49,341 | $118,849-58.5% | $96,562-48.9% | $167,490-70.5% |
| Participation rate | 61.5% | 75.5%-13.9pp | 69.8%-8.3pp | 82.1%-20.6pp |
| Annual return | 7.60% | 50.49%-42.9pp | 37.78%-30.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $264 | $3,120-91.5% | $2,356-88.8% | $4,837-94.5% |
| Participant deferral / active EE | $3,000 | $4,616-35.0% | $3,849-22.1% | $6,341-52.7% |
| Admin fee / account holder | $1,131 | $8,065-86.0% | $6,181-81.7% | $12,309-90.8% |