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 | $23,832 | $114,381-79.2% | $107,525-77.8% | $142,382-83.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 9.20% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $388 | $4,015-90.3% | $3,754-89.7% | $4,299-91.0% |
| Participant deferral / active EE | $1,550 | $5,564-72.1% | $5,116-69.7% | $6,507-76.2% |
| Admin fee / account holder | $14,424 | $9,860+46.3% | $8,919+61.7% | $12,624+14.3% |