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 7-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 | $47,757 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 7.03% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $689 | $4,961-86.1% | $4,693-85.3% | $4,299-84.0% |
| Participant deferral / active EE | $4,670 | $8,310-43.8% | $7,997-41.6% | $6,507-28.2% |
| Admin fee / account holder | $10,115 | $14,846-31.9% | $13,435-24.7% | $12,624-19.9% |