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 | $109,231 | $159,901-31.7% | $146,958-25.7% | $145,922-25.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 5.39% | 98.13%-92.7pp | 418.34%-412.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $389 | $5,286-92.6% | $4,933-92.1% | $4,660-91.6% |
| Participant deferral / active EE | $6,156 | $8,428-27.0% | $8,070-23.7% | $6,688-8.0% |
| Admin fee / account holder | $6,320 | $15,044-58.0% | $12,998-51.4% | $13,397-52.8% |