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 4-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 | $75,921 | $71,050+6.9% | $93,606-18.9% | $80,856-6.1% |
| Participation rate | 39.4% | 60.4%-21.0pp | 68.7%-29.3pp | 67.6%-28.2pp |
| Annual return | 8.07% | 11.26%-3.2pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,891 | $4,034-28.3% | $4,411-34.5% | $4,296-32.7% |
| Admin fee / account holder | $6,482 | $6,945-6.7% | $8,285-21.8% | $6,918-6.3% |