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 | $62,489 | $217,402-71.3% | $185,823-66.4% | $167,490-62.7% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 5.48% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $721 | $5,873-87.7% | $5,167-86.0% | $4,837-85.1% |
| Participant deferral / active EE | $2,908 | $6,356-54.3% | $5,568-47.8% | $6,341-54.1% |
| Admin fee / account holder | $57,195 | $19,811+188.7% | $16,237+252.2% | $12,309+364.7% |