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 6-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 | $38,564 | $114,381-66.3% | $107,525-64.1% | $142,382-72.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 10.04% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $767 | $4,015-80.9% | $3,754-79.6% | $4,299-82.2% |
| Participant deferral / active EE | $5,789 | $5,564+4.0% | $5,116+13.2% | $6,507-11.0% |
| Admin fee / account holder | $3,987 | $9,860-59.6% | $8,919-55.3% | $12,624-68.4% |