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 | $61,248 | $114,381-46.5% | $107,525-43.0% | $142,382-57.0% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 3.66% | 242.71%-239.1pp | 181.32%-177.7pp | 217.08%-213.4pp |
| Employer contribution / active EE | $592 | $4,015-85.2% | $3,754-84.2% | $4,299-86.2% |
| Participant deferral / active EE | $2,448 | $5,564-56.0% | $5,116-52.2% | $6,507-62.4% |
| Admin fee / account holder | $12,562 | $9,860+27.4% | $8,919+40.9% | $12,624-0.5% |