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 | $94,660 | $148,534-36.3% | $135,903-30.3% | $139,434-32.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.51% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.4pp |
| Employer contribution / active EE | $45 | $5,243-99.1% | $4,856-99.1% | $4,751-99.1% |
| Participant deferral / active EE | $3,926 | $8,100-51.5% | $7,758-49.4% | $6,710-41.5% |
| Admin fee / account holder | $4,162 | $12,400-66.4% | $10,762-61.3% | $11,403-63.5% |