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 | $110,323 | $177,572-37.9% | $154,803-28.7% | $142,382-22.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 10.41% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $145 | $4,810-97.0% | $4,305-96.6% | $4,299-96.6% |
| Participant deferral / active EE | $3,333 | $6,272-46.9% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $1,230 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |