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 | $30,098 | $210,408-85.7% | $153,485-80.4% | $145,922-79.4% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.7pp | 80.3%-46.9pp |
| Annual return | 6.23% | 13.37%-7.1pp | 15.65%-9.4pp | 561.29%-555.1pp |
| Employer contribution / active EE | $368 | $6,048-93.9% | $5,039-92.7% | $4,660-92.1% |
| Participant deferral / active EE | $3,339 | $7,975-58.1% | $6,757-50.6% | $6,688-50.1% |
| Admin fee / account holder | $858 | $19,419-95.6% | $12,724-93.3% | $13,397-93.6% |