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 | $106,203 | $179,726-40.9% | $156,263-32.0% | $142,382-25.4% |
| Participation rate | 12.5% | 82.1%-69.6pp | 78.9%-66.4pp | 80.1%-67.6pp |
| Annual return | 2.97% | 77.86%-74.9pp | 59.47%-56.5pp | 217.08%-214.1pp |
| Employer contribution / active EE | $420 | $5,069-91.7% | $4,333-90.3% | $4,299-90.2% |
| Participant deferral / active EE | $2,938 | $6,956-57.8% | $6,158-52.3% | $6,507-54.9% |
| Admin fee / account holder | $1,519 | $17,272-91.2% | $14,255-89.3% | $12,624-88.0% |