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 | $63,144 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.60% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $307 | $4,636-93.4% | $4,154-92.6% | $4,156-92.6% |
| Participant deferral / active EE | $1,717 | $6,166-72.2% | $5,453-68.5% | $6,407-73.2% |
| Admin fee / account holder | $3,552 | $16,471-78.4% | $14,116-74.8% | $12,270-71.0% |