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 | $174,921 | $183,519-4.7% | $155,509+12.5% | $145,922+19.9% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 7.04% | 61.17%-54.1pp | 64.67%-57.6pp | 561.29%-554.2pp |
| Employer contribution / active EE | $521 | $5,313-90.2% | $4,672-88.8% | $4,660-88.8% |
| Participant deferral / active EE | $1,945 | $6,462-69.9% | $5,626-65.4% | $6,688-70.9% |
| Admin fee / account holder | $5,245 | $19,313-72.8% | $15,912-67.0% | $13,397-60.9% |