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 | $66,365 | $198,466-66.6% | $170,442-61.1% | $147,584-55.0% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 0.66% | 257.29%-256.6pp | 205.93%-205.3pp | 578.55%-577.9pp |
| Employer contribution / active EE | $1,216 | $6,184-80.3% | $5,433-77.6% | $4,876-75.1% |
| Participant deferral / active EE | $3,917 | $5,629-30.4% | $4,939-20.7% | $5,439-28.0% |
| Admin fee / account holder | $3,267 | $16,852-80.6% | $13,880-76.5% | $10,885-70.0% |