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 5-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 | $25,744 | $73,933-65.2% | $96,683-73.4% | $75,163-65.7% |
| Participation rate | 23.8% | 66.4%-42.6pp | 74.3%-50.5pp | 67.2%-43.4pp |
| Annual return | 7.89% | 26.70%-18.8pp | 35.69%-27.8pp | 160.62%-152.7pp |
| Employer contribution / active EE | $626 | $2,928-78.6% | $3,737-83.3% | $2,670-76.6% |
| Participant deferral / active EE | $1,896 | $3,659-48.2% | $4,878-61.1% | $4,125-54.0% |
| Admin fee / account holder | $2,660 | $5,216-49.0% | $6,730-60.5% | $5,651-52.9% |