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 | $48,164 | $100,004-51.8% | $81,438-40.9% | $145,959-67.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.4pp | 80.3%-23.1pp |
| Annual return | 4.01% | 34.34%-30.3pp | 24.74%-20.7pp | 561.95%-557.9pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $2,460-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,018 | $4,603+74.2% | $3,883+106.5% | $6,689+19.9% |
| Admin fee / account holder | $4,207 | $8,202-48.7% | $5,764-27.0% | $13,398-68.6% |