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 | $62,446 | $114,381-45.4% | $107,525-41.9% | $142,382-56.1% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 5.86% | 242.71%-236.8pp | 181.32%-175.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,709 | $5,564-51.3% | $5,116-47.1% | $6,507-58.4% |
| Admin fee / account holder | $2,176 | $9,860-77.9% | $8,919-75.6% | $12,624-82.8% |