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 3-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 | $17,564 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 4.33% | 70.24%-65.9pp | 62.55%-58.2pp | 217.08%-212.7pp |
| Employer contribution / active EE | $877 | $4,961-82.3% | $4,693-81.3% | $4,299-79.6% |
| Participant deferral / active EE | $4,295 | $8,310-48.3% | $7,997-46.3% | $6,507-34.0% |
| Admin fee / account holder | $1,286 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |