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 | $27,573 | $175,202-84.3% | $149,673-81.6% | $139,434-80.2% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 2.83% | 166.71%-163.9pp | 134.42%-131.6pp | 372.94%-370.1pp |
| Employer contribution / active EE | $580 | $5,474-89.4% | $4,818-88.0% | $4,751-87.8% |
| Participant deferral / active EE | $4,829 | $6,519-25.9% | $5,680-15.0% | $6,710-28.0% |
| Admin fee / account holder | $3,336 | $16,150-79.3% | $13,210-74.7% | $11,403-70.7% |