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 | $47,424 | $114,381-58.5% | $107,525-55.9% | $142,382-66.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 9.84% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $313 | $4,015-92.2% | $3,754-91.6% | $4,299-92.7% |
| Participant deferral / active EE | $1,880 | $5,564-66.2% | $5,116-63.2% | $6,507-71.1% |
| Admin fee / account holder | $2,146 | $9,860-78.2% | $8,919-75.9% | $12,624-83.0% |