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 5-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 | $34,145 | $201,259-83.0% | $184,200-81.5% | $145,959-76.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.09% | 28.98%-19.9pp | 28.80%-19.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,336 | $7,018-81.0% | $6,424-79.2% | $4,661-71.3% |
| Participant deferral / active EE | $5,012 | $9,806-48.9% | $9,132-45.1% | $6,689-25.1% |
| Admin fee / account holder | $79,706 | $16,372+386.8% | $13,907+473.1% | $13,398+494.9% |