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 3-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 | $55,366 | $183,519-69.8% | $155,509-64.4% | $145,922-62.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.17% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $466 | $5,313-91.2% | $4,672-90.0% | $4,660-90.0% |
| Participant deferral / active EE | $11,659 | $6,462+80.4% | $5,626+107.2% | $6,688+74.3% |
| Admin fee / account holder | $3,303 | $19,313-82.9% | $15,912-79.2% | $13,397-75.3% |