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 | $44,115 | $166,020-73.4% | $164,866-73.2% | $145,959-69.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 5.59% | 100.08%-94.5pp | 69.97%-64.4pp | 561.95%-556.4pp |
| Employer contribution / active EE | $537 | $5,275-89.8% | $4,343-87.6% | $4,661-88.5% |
| Participant deferral / active EE | $2,189 | $6,961-68.5% | $6,033-63.7% | $6,689-67.3% |
| Admin fee / account holder | $8,511 | $16,644-48.9% | $12,689-32.9% | $13,398-36.5% |