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 6-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 | $42,982 | $117,841-63.5% | $102,423-58.0% | $145,922-70.5% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 3.04% | 31.65%-28.6pp | 29.32%-26.3pp | 561.29%-558.3pp |
| Employer contribution / active EE | $739 | $3,615-79.5% | $3,023-75.5% | $4,660-84.1% |
| Participant deferral / active EE | $4,444 | $5,731-22.4% | $5,053-12.0% | $6,688-33.5% |
| Admin fee / account holder | $3,081 | $13,326-76.9% | $9,451-67.4% | $13,397-77.0% |