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 | $77,854 | $50,815+53.2% | $155,509-49.9% | $77,643+0.3% |
| Participation rate | 18.3% | 63.1%-44.8pp | 78.2%-59.9pp | 70.6%-52.3pp |
| Annual return | 9.60% | 34.80%-25.2pp | 64.67%-55.1pp | 31.24%-21.6pp |
| Employer contribution / active EE | $271 | $1,993-86.4% | $4,672-94.2% | $2,726-90.0% |
| Participant deferral / active EE | $954 | $2,822-66.2% | $5,626-83.0% | $4,647-79.5% |
| Admin fee / account holder | $18,501 | $437+4136.7% | $15,912+16.3% | $430+4198.4% |