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 9-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 | $45,964 | $78,672-41.6% | $109,143-57.9% | $85,850-46.5% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 9.17% | 25.09%-15.9pp | 25.75%-16.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $630 | $2,735-76.9% | $3,722-83.1% | $2,565-75.4% |
| Participant deferral / active EE | $1,844 | $3,467-46.8% | $4,653-60.4% | $3,952-53.3% |
| Admin fee / account holder | $381 | $5,469-93.0% | $6,752-94.4% | $6,260-93.9% |