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 | $70,554 | $150,440-53.1% | $136,294-48.2% | $147,584-52.2% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 6.80% | 1049.08%-1042.3pp | 5155.94%-5149.1pp | 578.55%-571.8pp |
| Employer contribution / active EE | $245 | $5,256-95.3% | $4,695-94.8% | $4,876-95.0% |
| Participant deferral / active EE | $2,433 | $6,630-63.3% | $6,247-61.1% | $5,439-55.3% |
| Admin fee / account holder | $24,935 | $10,905+128.6% | $9,243+169.8% | $10,885+129.1% |