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 | $60,203 | $150,440-60.0% | $136,294-55.8% | $147,584-59.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 6.57% | 1049.08%-1042.5pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $204 | $5,256-96.1% | $4,695-95.7% | $4,876-95.8% |
| Participant deferral / active EE | $2,200 | $6,630-66.8% | $6,247-64.8% | $5,439-59.6% |
| Admin fee / account holder | $13,359 | $10,905+22.5% | $9,243+44.5% | $10,885+22.7% |