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 6-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 | $72,145 | $209,411-65.5% | $178,490-59.6% | $158,922-54.6% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 6.12% | 188.75%-182.6pp | 151.07%-145.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $74 | $5,706-98.7% | $5,011-98.5% | $4,761-98.5% |
| Participant deferral / active EE | $6,404 | $5,954+7.6% | $5,202+23.1% | $5,982+7.0% |
| Admin fee / account holder | $24,069 | $17,074+41.0% | $13,984+72.1% | $11,246+114.0% |