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 7-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 | $20,906 | $117,841-82.3% | $102,423-79.6% | $145,922-85.7% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.6pp |
| Annual return | 7.42% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $681 | $3,615-81.2% | $3,023-77.5% | $4,660-85.4% |
| Participant deferral / active EE | $4,803 | $5,731-16.2% | $5,053-4.9% | $6,688-28.2% |
| Admin fee / account holder | $6,847 | $13,326-48.6% | $9,451-27.6% | $13,397-48.9% |