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 | $62,231 | $202,318-69.2% | $172,739-64.0% | $152,861-59.3% |
| Participation rate | 36.8% | 87.1%-50.2pp | 82.6%-45.8pp | 82.4%-45.6pp |
| Annual return | 6.80% | 1029.65%-1022.8pp | 802.84%-796.0pp | 345.32%-338.5pp |
| Employer contribution / active EE | $556 | $5,856-90.5% | $5,143-89.2% | $4,762-88.3% |
| Participant deferral / active EE | $3,106 | $5,948-47.8% | $5,198-40.2% | $5,850-46.9% |
| Admin fee / account holder | $1,109 | $17,109-93.5% | $13,954-92.1% | $11,596-90.4% |