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 | $64,726 | $105,998-38.9% | $92,233-29.8% | $147,584-56.1% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 2.71% | 50.05%-47.3pp | 176.28%-173.6pp | 578.55%-575.8pp |
| Employer contribution / active EE | $60 | $4,333-98.6% | $3,679-98.4% | $4,876-98.8% |
| Participant deferral / active EE | $2,667 | $4,478-40.4% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $4,680 | $6,332-26.1% | $5,194-9.9% | $10,885-57.0% |