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 | $107,169 | $197,591-45.8% | $177,821-39.7% | $158,922-32.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.96% | 58.76%-52.8pp | 48.32%-42.4pp | 302.83%-296.9pp |
| Employer contribution / active EE | $118 | $6,697-98.2% | $5,918-98.0% | $4,761-97.5% |
| Participant deferral / active EE | $9,599 | $8,405+14.2% | $7,714+24.4% | $5,982+60.5% |
| Admin fee / account holder | $22,454 | $15,399+45.8% | $12,427+80.7% | $11,246+99.7% |