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 | $46,287 | $144,119-67.9% | $117,854-60.7% | $147,584-68.6% |
| Participation rate | 68.2% | 83.4%-15.2pp | 79.7%-11.5pp | 82.8%-14.6pp |
| Annual return | 7.31% | 531.15%-523.8pp | 335.08%-327.8pp | 578.55%-571.2pp |
| Employer contribution / active EE | $120 | $4,896-97.6% | $3,786-96.8% | $4,876-97.5% |
| Participant deferral / active EE | $3,212 | $5,316-39.6% | $4,482-28.3% | $5,439-40.9% |
| Admin fee / account holder | $974 | $10,886-91.0% | $8,020-87.8% | $10,885-91.0% |