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 | $30,314 | $127,777-76.3% | $106,548-71.5% | $167,490-81.9% |
| Participation rate | 54.5% | 78.3%-23.7pp | 76.1%-21.6pp | 82.1%-27.6pp |
| Annual return | 5.27% | 33.87%-28.6pp | 26.80%-21.5pp | 478.56%-473.3pp |
| Employer contribution / active EE | $255 | $3,427-92.6% | $2,819-91.0% | $4,837-94.7% |
| Participant deferral / active EE | $2,329 | $5,087-54.2% | $4,398-47.0% | $6,341-63.3% |
| Admin fee / account holder | $4,673 | $11,228-58.4% | $7,407-36.9% | $12,309-62.0% |