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 | $37,050 | $111,724-66.8% | $93,606-60.4% | $145,922-74.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 3.11% | 202.98%-199.9pp | 133.20%-130.1pp | 561.29%-558.2pp |
| Employer contribution / active EE | $297 | $3,090-90.4% | $2,420-87.7% | $4,660-93.6% |
| Participant deferral / active EE | $1,230 | $4,912-75.0% | $4,411-72.1% | $6,688-81.6% |
| Admin fee / account holder | $4,839 | $10,250-52.8% | $8,285-41.6% | $13,397-63.9% |