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 | $66,671 | $202,318-67.0% | $172,739-61.4% | $152,861-56.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 6.31% | 1029.65%-1023.3pp | 802.84%-796.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $1,012 | $5,856-82.7% | $5,143-80.3% | $4,762-78.7% |
| Participant deferral / active EE | $3,034 | $5,948-49.0% | $5,198-41.6% | $5,850-48.1% |
| Admin fee / account holder | $870 | $17,109-94.9% | $13,954-93.8% | $11,596-92.5% |