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 | $95,228 | $124,319-23.4% | $111,297-14.4% | $167,490-43.1% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 4.03% | 37.44%-33.4pp | 54.65%-50.6pp | 478.56%-474.5pp |
| Employer contribution / active EE | $439 | $3,435-87.2% | $2,731-83.9% | $4,837-90.9% |
| Participant deferral / active EE | $1,758 | $5,180-66.1% | $4,487-60.8% | $6,341-72.3% |
| Admin fee / account holder | $3,579 | $10,618-66.3% | $7,964-55.1% | $12,309-70.9% |