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 | $103,872 | $217,402-52.2% | $185,823-44.1% | $167,490-38.0% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 3.07% | 148.36%-145.3pp | 122.05%-119.0pp | 478.56%-475.5pp |
| Employer contribution / active EE | $943 | $5,873-83.9% | $5,167-81.7% | $4,837-80.5% |
| Participant deferral / active EE | $3,694 | $6,356-41.9% | $5,568-33.6% | $6,341-41.7% |
| Admin fee / account holder | $17,702 | $19,811-10.6% | $16,237+9.0% | $12,309+43.8% |