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 | $72,437 | $79,944-9.4% | $98,439-26.4% | $75,163-3.6% |
| Participation rate | 52.6% | 70.4%-17.7pp | 75.2%-22.5pp | 67.2%-14.6pp |
| Annual return | 12.72% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $57 | $2,264-97.5% | $3,048-98.1% | $2,670-97.8% |
| Participant deferral / active EE | $1,747 | $3,752-53.4% | $4,738-63.1% | $4,125-57.7% |
| Admin fee / account holder | $604 | $6,840-91.2% | $8,948-93.3% | $5,651-89.3% |