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 | $38,111 | $172,478-77.9% | $145,661-73.8% | $142,382-73.2% |
| Participation rate | 58.8% | 80.1%-21.3pp | 77.2%-18.4pp | 80.1%-21.3pp |
| Annual return | 5.44% | 151.09%-145.7pp | 101.46%-96.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,408 | $8,348-35.2% | $7,198-24.9% | $6,507-16.9% |
| Admin fee / account holder | $3,601 | $16,864-78.6% | $12,466-71.1% | $12,624-71.5% |