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 | $39,880 | $179,726-77.8% | $156,263-74.5% | $142,382-72.0% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.9%-42.5pp | 80.1%-43.8pp |
| Annual return | 9.83% | 77.86%-68.0pp | 59.47%-49.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $557 | $5,069-89.0% | $4,333-87.1% | $4,299-87.0% |
| Participant deferral / active EE | $2,432 | $6,956-65.0% | $6,158-60.5% | $6,507-62.6% |
| Admin fee / account holder | $134,743 | $17,272+680.1% | $14,255+845.3% | $12,624+967.4% |