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 | $35,941 | $214,378-83.2% | $200,582-82.1% | $142,382-74.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 5.60% | 46.41%-40.8pp | 42.33%-36.7pp | 217.08%-211.5pp |
| Employer contribution / active EE | $220 | $6,841-96.8% | $6,419-96.6% | $4,299-94.9% |
| Participant deferral / active EE | $3,656 | $9,865-62.9% | $9,331-60.8% | $6,507-43.8% |
| Admin fee / account holder | $321 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |