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 | $57,940 | $111,814-48.2% | $93,654-38.1% | $145,959-60.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 7.54% | 203.30%-195.8pp | 133.34%-125.8pp | 561.95%-554.4pp |
| Employer contribution / active EE | $150 | $3,092-95.1% | $2,421-93.8% | $4,661-96.8% |
| Participant deferral / active EE | $2,750 | $4,914-44.0% | $4,413-37.7% | $6,689-58.9% |
| Admin fee / account holder | $12,093 | $10,246+18.0% | $8,282+46.0% | $13,398-9.7% |