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 7-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 | $77,363 | $69,515+11.3% | $86,874-10.9% | $85,850-9.9% |
| Participation rate | 29.6% | 66.3%-36.7pp | 71.6%-42.0pp | 69.3%-39.7pp |
| Annual return | 8.86% | 20.12%-11.3pp | 63.52%-54.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,670 | $2,919-42.8% | $3,699-54.8% | $3,952-57.7% |
| Admin fee / account holder | $10,117 | $5,972+69.4% | $5,828+73.6% | $6,260+61.6% |