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 7-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 | $77,270 | $148,534-48.0% | $135,903-43.1% | $139,434-44.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.19% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $458 | $5,243-91.3% | $4,856-90.6% | $4,751-90.4% |
| Participant deferral / active EE | $2,830 | $8,100-65.1% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $19,357 | $12,400+56.1% | $10,762+79.9% | $11,403+69.8% |