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 7-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 | $62,763 | $101,724-38.3% | $164,813-61.9% | $80,856-22.4% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.6%-8.5pp |
| Annual return | 6.72% | 16.72%-10.0pp | 69.93%-63.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $567 | $2,953-80.8% | $4,341-86.9% | $2,755-79.4% |
| Participant deferral / active EE | $3,220 | $4,477-28.1% | $6,031-46.6% | $4,296-25.0% |
| Admin fee / account holder | $1,290 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |