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 6-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 | $22,256 | $22,587-1.5% | $65,255-65.9% | $75,163-70.4% |
| Participation rate | 24.7% | 63.1%-38.4pp | 65.0%-40.3pp | 67.2%-42.5pp |
| Annual return | 15.10% | 71.03%-55.9pp | 47.35%-32.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $278 | $941-70.5% | $1,691-83.6% | $2,670-89.6% |
| Participant deferral / active EE | $1,590 | $1,695-6.2% | $2,831-43.8% | $4,125-61.4% |
| Admin fee / account holder | $1,648 | $1,876-12.1% | $4,112-59.9% | $5,651-70.8% |