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 | $77,636 | $183,519-57.7% | $155,509-50.1% | $145,922-46.8% |
| Participation rate | 19.0% | 82.7%-63.6pp | 78.2%-59.1pp | 80.3%-61.2pp |
| Annual return | 4.13% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.2pp |
| Employer contribution / active EE | $545 | $5,313-89.7% | $4,672-88.3% | $4,660-88.3% |
| Participant deferral / active EE | $3,877 | $6,462-40.0% | $5,626-31.1% | $6,688-42.0% |
| Admin fee / account holder | $502 | $19,313-97.4% | $15,912-96.8% | $13,397-96.3% |