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 | $55,851 | $117,983-52.7% | $101,794-45.1% | $142,382-60.8% |
| Participation rate | 19.0% | 74.2%-55.2pp | 69.2%-50.1pp | 80.1%-61.1pp |
| Annual return | 9.43% | 36.92%-27.5pp | 30.53%-21.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $337 | $2,773-87.9% | $2,289-85.3% | $4,299-92.2% |
| Participant deferral / active EE | $1,836 | $4,714-61.0% | $4,084-55.0% | $6,507-71.8% |
| Admin fee / account holder | $304 | $10,433-97.1% | $8,777-96.5% | $12,624-97.6% |