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 5-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 | $64,185 | $159,602-59.8% | $150,045-57.2% | $142,382-54.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 4.16% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $328 | $4,961-93.4% | $4,693-93.0% | $4,299-92.4% |
| Participant deferral / active EE | $11,856 | $8,310+42.7% | $7,997+48.2% | $6,507+82.2% |
| Admin fee / account holder | $756 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |