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 | $46,073 | $209,411-78.0% | $178,490-74.2% | $158,922-71.0% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 1.93% | 188.75%-186.8pp | 151.07%-149.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $433 | $5,706-92.4% | $5,011-91.4% | $4,761-90.9% |
| Participant deferral / active EE | $2,575 | $5,954-56.8% | $5,202-50.5% | $5,982-57.0% |
| Admin fee / account holder | $1,492 | $17,074-91.3% | $13,984-89.3% | $11,246-86.7% |