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 8-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 | $56,590 | $107,934-47.6% | $91,989-38.5% | $152,861-63.0% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 7.01% | 89.24%-82.2pp | 69.02%-62.0pp | 345.32%-338.3pp |
| Employer contribution / active EE | $258 | $4,210-93.9% | $3,452-92.5% | $4,762-94.6% |
| Participant deferral / active EE | $3,257 | $6,364-48.8% | $5,923-45.0% | $5,850-44.3% |
| Admin fee / account holder | $24,874 | $10,520+136.5% | $7,743+221.3% | $11,596+114.5% |