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 | $81,781 | $102,317-20.1% | $146,958-44.4% | $80,856+1.1% |
| Participation rate | 56.9% | 75.8%-18.9pp | 82.2%-25.2pp | 67.6%-10.7pp |
| Annual return | 4.88% | 134.76%-129.9pp | 418.34%-413.5pp | 35.59%-30.7pp |
| Employer contribution / active EE | $500 | $3,713-86.5% | $4,933-89.9% | $2,755-81.8% |
| Participant deferral / active EE | $3,162 | $6,644-52.4% | $8,070-60.8% | $4,296-26.4% |
| Admin fee / account holder | $3,279 | $7,941-58.7% | $12,998-74.8% | $6,918-52.6% |