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 | $119,815 | $183,519-34.7% | $155,509-23.0% | $145,922-17.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 4.65% | 61.17%-56.5pp | 64.67%-60.0pp | 561.29%-556.6pp |
| Employer contribution / active EE | $960 | $5,313-81.9% | $4,672-79.5% | $4,660-79.4% |
| Participant deferral / active EE | $7,500 | $6,462+16.1% | $5,626+33.3% | $6,688+12.1% |
| Admin fee / account holder | $726 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |