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 9-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 | $60,491 | $77,314-21.8% | $177,989-66.0% | $80,856-25.2% |
| Participation rate | 56.8% | 65.7%-8.9pp | 77.1%-20.3pp | 67.6%-10.8pp |
| Annual return | 9.38% | 18.09%-8.7pp | 294.48%-285.1pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,589 | $4,411+4.0% | $6,276-26.9% | $4,296+6.8% |
| Admin fee / account holder | $47,573 | $7,191+561.6% | $10,363+359.1% | $6,918+587.7% |