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 6-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 | $16,069 | $111,754-85.6% | $103,333-84.4% | $145,922-89.0% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 8.03% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $763 | $4,212-81.9% | $3,868-80.3% | $4,660-83.6% |
| Participant deferral / active EE | $1,639 | $5,619-70.8% | $5,057-67.6% | $6,688-75.5% |
| Admin fee / account holder | $436 | $9,750-95.5% | $8,355-94.8% | $13,397-96.7% |