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 | $71,539 | $183,963-61.1% | $162,163-55.9% | $152,861-53.2% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.4%-13.2pp |
| Annual return | 3.29% | 150.76%-147.5pp | 115.59%-112.3pp | 345.32%-342.0pp |
| Employer contribution / active EE | $150 | $6,371-97.7% | $5,614-97.3% | $4,762-96.9% |
| Participant deferral / active EE | $3,282 | $8,034-59.2% | $7,298-55.0% | $5,850-43.9% |
| Admin fee / account holder | $2,199 | $13,121-83.2% | $10,843-79.7% | $11,596-81.0% |