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 | $67,950 | $159,602-57.4% | $150,045-54.7% | $142,382-52.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 11.65% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $543 | $4,961-89.0% | $4,693-88.4% | $4,299-87.4% |
| Participant deferral / active EE | $4,105 | $8,310-50.6% | $7,997-48.7% | $6,507-36.9% |
| Admin fee / account holder | $20,732 | $14,846+39.6% | $13,435+54.3% | $12,624+64.2% |