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 | $22,822 | $159,602-85.7% | $150,045-84.8% | $142,382-84.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 9.31% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $316 | $4,961-93.6% | $4,693-93.3% | $4,299-92.6% |
| Participant deferral / active EE | $2,741 | $8,310-67.0% | $7,997-65.7% | $6,507-57.9% |
| Admin fee / account holder | $6,087 | $14,846-59.0% | $13,435-54.7% | $12,624-51.8% |