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 | $76,029 | $105,181-27.7% | $159,436-52.3% | $85,850-11.4% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.8%-13.1pp | 69.3%+0.4pp |
| Annual return | 10.85% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $550 | $3,318-83.4% | $4,829-88.6% | $2,565-78.5% |
| Participant deferral / active EE | $3,681 | $5,945-38.1% | $7,352-49.9% | $3,952-6.8% |
| Admin fee / account holder | $1,271 | $6,933-81.7% | $10,799-88.2% | $6,260-79.7% |