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 10-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 | $49,010 | $65,041-24.6% | $90,951-46.1% | $79,858-38.6% |
| Participation rate | 60.5% | 61.6%-1.1pp | 69.0%-8.5pp | 69.6%-9.2pp |
| Annual return | 7.68% | 30.45%-22.8pp | 134.60%-126.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,281 | $2,512+70.4% | $3,373+26.9% | $3,740+14.5% |
| Admin fee / account holder | $5,484 | $4,536+20.9% | $5,959-8.0% | $5,306+3.4% |