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 4-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 | $101,536 | $114,381-11.2% | $107,525-5.6% | $142,382-28.7% |
| Participation rate | 18.2% | 78.1%-60.0pp | 75.1%-56.9pp | 80.1%-61.9pp |
| Annual return | 9.62% | 242.71%-233.1pp | 181.32%-171.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $648 | $4,015-83.9% | $3,754-82.7% | $4,299-84.9% |
| Participant deferral / active EE | $4,273 | $5,564-23.2% | $5,116-16.5% | $6,507-34.3% |
| Admin fee / account holder | $690 | $9,860-93.0% | $8,919-92.3% | $12,624-94.5% |