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 | $154,228-69.0% | $145,433-67.2% | $137,256-65.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 7.03% | 74.59%-67.6pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $689 | $4,804-85.7% | $4,554-84.9% | $4,156-83.4% |
| Participant deferral / active EE | $4,670 | $8,216-43.2% | $7,897-40.9% | $6,407-27.1% |
| Admin fee / account holder | $10,115 | $14,344-29.5% | $13,129-23.0% | $12,270-17.6% |