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 9-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 | $43,729 | $176,056-75.2% | $159,436-72.6% | $167,490-73.9% |
| Participation rate | 30.4% | 84.9%-54.5pp | 82.8%-52.4pp | 82.1%-51.7pp |
| Annual return | 6.37% | 331.75%-325.4pp | 263.57%-257.2pp | 478.56%-472.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,700 | $7,750-65.2% | $7,352-63.3% | $6,341-57.4% |
| Admin fee / account holder | $6,698 | $12,554-46.6% | $10,799-38.0% | $12,309-45.6% |