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 | $70,296 | $165,984-57.6% | $164,813-57.3% | $145,922-51.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.93% | 100.03%-96.1pp | 69.93%-66.0pp | 561.29%-557.4pp |
| Employer contribution / active EE | $942 | $5,273-82.1% | $4,341-78.3% | $4,660-79.8% |
| Participant deferral / active EE | $4,105 | $6,959-41.0% | $6,031-31.9% | $6,688-38.6% |
| Admin fee / account holder | $34,452 | $16,648+106.9% | $12,690+171.5% | $13,397+157.2% |