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 | $58,348 | $99,652-41.4% | $78,778-25.9% | $147,584-60.5% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.2%-31.1pp | 82.8%-44.7pp |
| Annual return | 5.63% | 47.28%-41.7pp | 35.62%-30.0pp | 578.55%-572.9pp |
| Employer contribution / active EE | $293 | $2,796-89.5% | $1,986-85.3% | $4,876-94.0% |
| Participant deferral / active EE | $1,093 | $3,664-70.2% | $2,958-63.0% | $5,439-79.9% |
| Admin fee / account holder | $351 | $7,155-95.1% | $5,134-93.2% | $10,885-96.8% |