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 3-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 | $45,518 | $201,259-77.4% | $184,200-75.3% | $145,959-68.8% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 7.65% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $899 | $7,018-87.2% | $6,424-86.0% | $4,661-80.7% |
| Participant deferral / active EE | $4,182 | $9,806-57.4% | $9,132-54.2% | $6,689-37.5% |
| Admin fee / account holder | $1,353 | $16,372-91.7% | $13,907-90.3% | $13,398-89.9% |