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 | $65,334 | $98,240-33.5% | $82,313-20.6% | $147,584-55.7% |
| Participation rate | 45.5% | 79.7%-34.3pp | 76.9%-31.4pp | 82.8%-37.4pp |
| Annual return | 7.55% | 30.85%-23.3pp | 25.88%-18.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $283 | $3,192-91.1% | $2,428-88.3% | $4,876-94.2% |
| Participant deferral / active EE | $2,422 | $4,383-44.7% | $3,706-34.6% | $5,439-55.5% |
| Admin fee / account holder | $8,925 | $8,563+4.2% | $5,608+59.2% | $10,885-18.0% |