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 | $46,321 | $209,832-77.9% | $189,513-75.6% | $167,490-72.3% |
| Participation rate | 45.5% | 88.7%-43.2pp | 87.8%-42.4pp | 82.1%-36.7pp |
| Annual return | 6.09% | 748.27%-742.2pp | 555.15%-549.1pp | 478.56%-472.5pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,549 | $8,935-49.1% | $8,221-44.7% | $6,341-28.3% |
| Admin fee / account holder | $3,765 | $14,293-73.7% | $12,045-68.7% | $12,309-69.4% |