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 7-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 | $92,548 | $74,888+23.6% | $71,209+30.0% | $142,382-35.0% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.1%-67.6pp |
| Annual return | 3.22% | 345.14%-341.9pp | 282.51%-279.3pp | 217.08%-213.9pp |
| Employer contribution / active EE | $201 | $2,854-93.0% | $2,721-92.6% | $4,299-95.3% |
| Participant deferral / active EE | $1,754 | $4,454-60.6% | $4,175-58.0% | $6,507-73.0% |
| Admin fee / account holder | $996 | $5,568-82.1% | $5,349-81.4% | $12,624-92.1% |