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 | $47,213 | $179,726-73.7% | $156,263-69.8% | $142,382-66.8% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.9%-32.2pp | 80.1%-33.5pp |
| Annual return | 6.80% | 77.86%-71.1pp | 59.47%-52.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $936 | $5,069-81.5% | $4,333-78.4% | $4,299-78.2% |
| Participant deferral / active EE | $5,561 | $6,956-20.1% | $6,158-9.7% | $6,507-14.5% |
| Admin fee / account holder | $8,233 | $17,272-52.3% | $14,255-42.2% | $12,624-34.8% |