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 6-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 | $28,286 | $114,381-75.3% | $107,525-73.7% | $142,382-80.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 6.24% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.8pp |
| Employer contribution / active EE | $471 | $4,015-88.3% | $3,754-87.5% | $4,299-89.1% |
| Participant deferral / active EE | $3,442 | $5,564-38.1% | $5,116-32.7% | $6,507-47.1% |
| Admin fee / account holder | $4,709 | $9,860-52.2% | $8,919-47.2% | $12,624-62.7% |