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 | $74,225 | $154,117-51.8% | $129,995-42.9% | $139,434-46.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 8.96% | 32.48%-23.5pp | -137.18%+146.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $689 | $5,289-87.0% | $4,320-84.0% | $4,751-85.5% |
| Participant deferral / active EE | $4,157 | $6,710-38.1% | $5,820-28.6% | $6,710-38.1% |
| Admin fee / account holder | $1,259 | $14,007-91.0% | $10,614-88.1% | $11,403-89.0% |