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 5-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 | $80,127 | $111,535-28.2% | $105,223-23.9% | $137,256-41.6% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.0%-62.5pp | 80.0%-67.5pp |
| Annual return | 9.06% | 237.85%-228.8pp | 180.65%-171.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $434 | $3,939-89.0% | $3,689-88.2% | $4,156-89.6% |
| Participant deferral / active EE | $2,155 | $5,500-60.8% | $5,072-57.5% | $6,407-66.4% |
| Admin fee / account holder | $11,338 | $9,721+16.6% | $8,859+28.0% | $12,270-7.6% |