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 | $69,732 | $117,983-40.9% | $101,794-31.5% | $142,382-51.0% |
| Participation rate | 26.1% | 74.2%-48.1pp | 69.2%-43.1pp | 80.1%-54.0pp |
| Annual return | 8.86% | 36.92%-28.1pp | 30.53%-21.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $165 | $2,773-94.0% | $2,289-92.8% | $4,299-96.2% |
| Participant deferral / active EE | $2,223 | $4,714-52.8% | $4,084-45.6% | $6,507-65.8% |
| Admin fee / account holder | $1,193 | $10,433-88.6% | $8,777-86.4% | $12,624-90.5% |