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 | $67,822 | $156,846-56.8% | $121,098-44.0% | $139,434-51.4% |
| Participation rate | 31.8% | 76.4%-44.6pp | 69.5%-37.7pp | 80.3%-48.5pp |
| Annual return | 7.17% | 1474.56%-1467.4pp | 985.75%-978.6pp | 372.94%-365.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,006 | $4,844-37.9% | $4,080-26.3% | $6,710-55.2% |
| Admin fee / account holder | $643 | $6,946-90.7% | $5,644-88.6% | $11,403-94.4% |