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 | $143,142 | $117,841+21.5% | $102,423+39.8% | $145,922-1.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 0.32% | 31.65%-31.3pp | 29.32%-29.0pp | 561.29%-561.0pp |
| Employer contribution / active EE | $641 | $3,615-82.3% | $3,023-78.8% | $4,660-86.2% |
| Participant deferral / active EE | $6,413 | $5,731+11.9% | $5,053+26.9% | $6,688-4.1% |
| Admin fee / account holder | $3,027 | $13,326-77.3% | $9,451-68.0% | $13,397-77.4% |