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 | $77,663 | $201,272-61.4% | $184,203-57.8% | $145,922-46.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 8.04% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,420 | $7,022-79.8% | $6,427-77.9% | $4,660-69.5% |
| Participant deferral / active EE | $3,208 | $9,806-67.3% | $9,131-64.9% | $6,688-52.0% |
| Admin fee / account holder | $952 | $16,364-94.2% | $13,901-93.2% | $13,397-92.9% |