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 | $67,186 | $165,335-59.4% | $149,696-55.1% | $158,922-57.7% |
| Participation rate | 30.4% | 84.6%-54.1pp | 82.5%-52.0pp | 82.0%-51.5pp |
| Annual return | 6.31% | 348.15%-341.8pp | 276.60%-270.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,107 | $7,181-56.7% | $6,842-54.6% | $5,982-48.1% |
| Admin fee / account holder | $46,463 | $10,807+330.0% | $9,309+399.1% | $11,246+313.2% |