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 8-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 | $87,298 | $53,901+62.0% | $134,143-34.9% | $73,488+18.8% |
| Participation rate | 35.9% | 62.8%-26.9pp | 72.2%-36.3pp | 70.7%-34.8pp |
| Annual return | 7.75% | 15.82%-8.1pp | 36.33%-28.6pp | 28.51%-20.8pp |
| Employer contribution / active EE | $305 | $1,458-79.1% | $3,704-91.8% | $2,270-86.6% |
| Participant deferral / active EE | $2,354 | $2,739-14.1% | $3,499-32.7% | $3,740-37.0% |
| Admin fee / account holder | $26,897 | $581+4533.1% | $6,684+302.4% | $513+5142.5% |