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 | $15,935 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 9.1% | 82.1%-73.0pp | 78.1%-69.0pp | 80.1%-71.0pp |
| Annual return | 7.23% | 65.07%-57.8pp | 58.88%-51.6pp | 217.08%-209.8pp |
| Employer contribution / active EE | $552 | $4,810-88.5% | $4,305-87.2% | $4,299-87.2% |
| Participant deferral / active EE | $2,832 | $6,272-54.8% | $5,540-48.9% | $6,507-56.5% |
| Admin fee / account holder | $1,765 | $16,786-89.5% | $14,329-87.7% | $12,624-86.0% |