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 | $77,622 | $114,381-32.1% | $107,525-27.8% | $142,382-45.5% |
| Participation rate | 23.1% | 78.1%-55.1pp | 75.1%-52.0pp | 80.1%-57.0pp |
| Annual return | 11.13% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $420 | $4,015-89.5% | $3,754-88.8% | $4,299-90.2% |
| Participant deferral / active EE | $2,458 | $5,564-55.8% | $5,116-52.0% | $6,507-62.2% |
| Admin fee / account holder | $3,179 | $9,860-67.8% | $8,919-64.4% | $12,624-74.8% |