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 | $42,683 | $214,378-80.1% | $200,582-78.7% | $142,382-70.0% |
| Participation rate | 28.6% | 87.4%-58.9pp | 86.9%-58.3pp | 80.1%-51.5pp |
| Annual return | 11.10% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $851 | $6,841-87.6% | $6,419-86.7% | $4,299-80.2% |
| Participant deferral / active EE | $3,338 | $9,865-66.2% | $9,331-64.2% | $6,507-48.7% |
| Admin fee / account holder | $32,616 | $17,692+84.4% | $16,305+100.0% | $12,624+158.4% |