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 | $45,235 | $183,519-75.4% | $155,509-70.9% | $145,922-69.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 4.69% | 61.17%-56.5pp | 64.67%-60.0pp | 561.29%-556.6pp |
| Employer contribution / active EE | $155 | $5,313-97.1% | $4,672-96.7% | $4,660-96.7% |
| Participant deferral / active EE | $3,593 | $6,462-44.4% | $5,626-36.1% | $6,688-46.3% |
| Admin fee / account holder | $3,142 | $19,313-83.7% | $15,912-80.3% | $13,397-76.5% |