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 | $106,518 | $157,256-32.3% | $141,162-24.5% | $152,861-30.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 5.26% | 64.32%-59.1pp | 71.39%-66.1pp | 345.32%-340.1pp |
| Employer contribution / active EE | $180 | $5,261-96.6% | $4,735-96.2% | $4,762-96.2% |
| Participant deferral / active EE | $4,500 | $7,109-36.7% | $6,709-32.9% | $5,850-23.1% |
| Admin fee / account holder | $982 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |