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 | $49,821 | $177,572-71.9% | $154,803-67.8% | $142,382-65.0% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 5.97% | 65.07%-59.1pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $569 | $4,810-88.2% | $4,305-86.8% | $4,299-86.8% |
| Participant deferral / active EE | $2,004 | $6,272-68.0% | $5,540-63.8% | $6,507-69.2% |
| Admin fee / account holder | $224,125 | $16,786+1235.2% | $14,329+1464.1% | $12,624+1675.4% |