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 | $62,134 | $183,963-66.2% | $162,163-61.7% | $152,861-59.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 12.30% | 150.76%-138.5pp | 115.59%-103.3pp | 345.32%-333.0pp |
| Employer contribution / active EE | $961 | $6,371-84.9% | $5,614-82.9% | $4,762-79.8% |
| Participant deferral / active EE | $17,517 | $8,034+118.0% | $7,298+140.0% | $5,850+199.4% |
| Admin fee / account holder | $99,285 | $13,121+656.7% | $10,843+815.7% | $11,596+756.2% |