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 | $57,596 | $105,998-45.7% | $92,233-37.6% | $147,584-61.0% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 6.88% | 50.05%-43.2pp | 176.28%-169.4pp | 578.55%-571.7pp |
| Employer contribution / active EE | $347 | $4,333-92.0% | $3,679-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $2,628 | $4,478-41.3% | $3,897-32.5% | $5,439-51.7% |
| Admin fee / account holder | $615 | $6,332-90.3% | $5,194-88.2% | $10,885-94.4% |