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 | $154,228-58.4% | $145,433-55.9% | $137,256-53.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 4.16% | 74.59%-70.4pp | 66.58%-62.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $328 | $4,804-93.2% | $4,554-92.8% | $4,156-92.1% |
| Participant deferral / active EE | $11,856 | $8,216+44.3% | $7,897+50.1% | $6,407+85.0% |
| Admin fee / account holder | $756 | $14,344-94.7% | $13,129-94.2% | $12,270-93.8% |