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 | $72,330 | $65,561+10.3% | $86,188-16.1% | $75,163-3.8% |
| Participation rate | 26.7% | 60.5%-33.7pp | 69.0%-42.2pp | 67.2%-40.4pp |
| Annual return | 11.31% | 46.05%-34.7pp | 1168.45%-1157.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $247 | $1,553-84.1% | $2,380-89.6% | $2,670-90.8% |
| Participant deferral / active EE | $1,203 | $3,024-60.2% | $3,985-69.8% | $4,125-70.8% |
| Admin fee / account holder | $2,263 | $5,474-58.7% | $6,852-67.0% | $5,651-60.0% |