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 | $89,133 | $114,381-22.1% | $107,525-17.1% | $142,382-37.4% |
| Participation rate | 34.8% | 78.1%-43.4pp | 75.1%-40.3pp | 80.1%-45.3pp |
| Annual return | 11.12% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $484 | $4,015-88.0% | $3,754-87.1% | $4,299-88.8% |
| Participant deferral / active EE | $1,597 | $5,564-71.3% | $5,116-68.8% | $6,507-75.5% |
| Admin fee / account holder | $6,320 | $9,860-35.9% | $8,919-29.1% | $12,624-49.9% |