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 | $58,502 | $118,450-50.6% | $98,439-40.6% | $139,434-58.0% |
| Participation rate | 58.3% | 77.4%-19.1pp | 75.2%-16.8pp | 80.3%-22.0pp |
| Annual return | 6.25% | 18.94%-12.7pp | 21.16%-14.9pp | 372.94%-366.7pp |
| Employer contribution / active EE | $619 | $3,609-82.8% | $3,048-79.7% | $4,751-87.0% |
| Participant deferral / active EE | $2,043 | $5,392-62.1% | $4,738-56.9% | $6,710-69.5% |
| Admin fee / account holder | $17,533 | $14,026+25.0% | $8,948+96.0% | $11,403+53.8% |