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 8-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 | $81,288 | $106,890-24.0% | $84,015-3.2% | $152,861-46.8% |
| Participation rate | 10.5% | 75.2%-64.7pp | 69.0%-58.5pp | 82.4%-71.9pp |
| Annual return | 1.06% | 104.99%-103.9pp | 71.31%-70.2pp | 345.32%-344.3pp |
| Employer contribution / active EE | $119 | $2,734-95.6% | $1,983-94.0% | $4,762-97.5% |
| Participant deferral / active EE | $1,165 | $4,011-70.9% | $3,239-64.0% | $5,850-80.1% |
| Admin fee / account holder | $608 | $8,285-92.7% | $6,101-90.0% | $11,596-94.8% |