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 | $25,354 | $159,901-84.1% | $146,958-82.7% | $145,922-82.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 6.25% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $503 | $5,286-90.5% | $4,933-89.8% | $4,660-89.2% |
| Participant deferral / active EE | $3,155 | $8,428-62.6% | $8,070-60.9% | $6,688-52.8% |
| Admin fee / account holder | $402 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |