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 | $69,865 | $133,922-47.8% | $116,228-39.9% | $142,382-50.9% |
| Participation rate | 58.8% | 77.9%-19.0pp | 74.6%-15.7pp | 80.1%-21.3pp |
| Annual return | 7.52% | 147.76%-140.2pp | 90.06%-82.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $229 | $3,446-93.4% | $2,994-92.3% | $4,299-94.7% |
| Participant deferral / active EE | $2,274 | $5,672-59.9% | $4,953-54.1% | $6,507-65.1% |
| Admin fee / account holder | $36,106 | $14,945+141.6% | $11,989+201.2% | $12,624+186.0% |