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 | $60,025 | $209,832-71.4% | $189,513-68.3% | $167,490-64.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 4.00% | 748.27%-744.3pp | 555.15%-551.2pp | 478.56%-474.6pp |
| Employer contribution / active EE | $958 | $6,914-86.1% | $6,162-84.5% | $4,837-80.2% |
| Participant deferral / active EE | $3,619 | $8,935-59.5% | $8,221-56.0% | $6,341-42.9% |
| Admin fee / account holder | $2,373 | $14,293-83.4% | $12,045-80.3% | $12,309-80.7% |