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 4-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 | $113,329 | $114,381-0.9% | $107,525+5.4% | $142,382-20.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 10.32% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $496 | $4,015-87.6% | $3,754-86.8% | $4,299-88.5% |
| Participant deferral / active EE | $2,267 | $5,564-59.3% | $5,116-55.7% | $6,507-65.2% |
| Admin fee / account holder | $2,901 | $9,860-70.6% | $8,919-67.5% | $12,624-77.0% |