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 | $40,455 | $107,334-62.3% | $92,893-56.4% | $152,861-73.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 7.69% | 145.58%-137.9pp | 109.41%-101.7pp | 345.32%-337.6pp |
| Employer contribution / active EE | $386 | $4,221-90.8% | $3,653-89.4% | $4,762-91.9% |
| Participant deferral / active EE | $2,727 | $4,845-43.7% | $4,236-35.6% | $5,850-53.4% |
| Admin fee / account holder | $1,907 | $7,079-73.1% | $5,794-67.1% | $11,596-83.6% |