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 | $53,369 | $124,319-57.1% | $111,297-52.0% | $167,490-68.1% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 5.49% | 37.44%-31.9pp | 54.65%-49.2pp | 478.56%-473.1pp |
| Employer contribution / active EE | $652 | $3,435-81.0% | $2,731-76.1% | $4,837-86.5% |
| Participant deferral / active EE | $1,832 | $5,180-64.6% | $4,487-59.2% | $6,341-71.1% |
| Admin fee / account holder | $1,949 | $10,618-81.6% | $7,964-75.5% | $12,309-84.2% |