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 | $24,008 | $115,882-79.3% | $100,516-76.1% | $158,922-84.9% |
| Participation rate | 30.0% | 81.6%-51.6pp | 79.4%-49.4pp | 82.0%-52.0pp |
| Annual return | 3.44% | 34.79%-31.3pp | 30.89%-27.4pp | 302.83%-299.4pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,537 | $6,674-17.0% | $6,270-11.7% | $5,982-7.4% |
| Admin fee / account holder | $6,150 | $10,995-44.1% | $8,081-23.9% | $11,246-45.3% |