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 5-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 | $75,248 | $100,773-25.3% | $88,946-15.4% | $142,382-47.2% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.8%-5.2pp | 80.1%-16.5pp |
| Annual return | 6.65% | 70.18%-63.5pp | 57.82%-51.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $127 | $2,918-95.6% | $2,555-95.0% | $4,299-97.0% |
| Participant deferral / active EE | $3,205 | $5,230-38.7% | $4,581-30.0% | $6,507-50.7% |
| Admin fee / account holder | $2,636 | $9,693-72.8% | $8,261-68.1% | $12,624-79.1% |