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 5-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 | $43,754 | $95,803-54.3% | $113,168-61.3% | $84,808-48.4% |
| Participation rate | 40.5% | 72.9%-32.3pp | 76.6%-36.0pp | 68.3%-27.8pp |
| Annual return | 11.70% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $136 | $2,360-94.2% | $2,975-95.4% | $2,631-94.8% |
| Participant deferral / active EE | $3,020 | $4,242-28.8% | $5,107-40.9% | $4,212-28.3% |
| Admin fee / account holder | $5,654 | $8,989-37.1% | $12,068-53.1% | $7,344-23.0% |