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 8-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 | $75,335 | $177,572-57.6% | $154,803-51.3% | $142,382-47.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 10.93% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $734 | $4,810-84.7% | $4,305-82.9% | $4,299-82.9% |
| Participant deferral / active EE | $3,194 | $6,272-49.1% | $5,540-42.4% | $6,507-50.9% |
| Admin fee / account holder | $50,357 | $16,786+200.0% | $14,329+251.4% | $12,624+298.9% |