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 4-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 | $27,415 | $159,602-82.8% | $150,045-81.7% | $142,382-80.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 9.61% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $887 | $4,961-82.1% | $4,693-81.1% | $4,299-79.4% |
| Participant deferral / active EE | $4,465 | $8,310-46.3% | $7,997-44.2% | $6,507-31.4% |
| Admin fee / account holder | $58,321 | $14,846+292.8% | $13,435+334.1% | $12,624+362.0% |