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 9-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 | $104,386 | $175,202-40.4% | $149,673-30.3% | $139,434-25.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 7.68% | 166.71%-159.0pp | 134.42%-126.7pp | 372.94%-365.3pp |
| Employer contribution / active EE | $728 | $5,474-86.7% | $4,818-84.9% | $4,751-84.7% |
| Participant deferral / active EE | $4,732 | $6,519-27.4% | $5,680-16.7% | $6,710-29.5% |
| Admin fee / account holder | $3,054 | $16,150-81.1% | $13,210-76.9% | $11,403-73.2% |