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 | $35,463 | $177,572-80.0% | $154,803-77.1% | $142,382-75.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 7.86% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $519 | $4,810-89.2% | $4,305-87.9% | $4,299-87.9% |
| Participant deferral / active EE | $3,880 | $6,272-38.1% | $5,540-30.0% | $6,507-40.4% |
| Admin fee / account holder | $1,133 | $16,786-93.3% | $14,329-92.1% | $12,624-91.0% |