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 8-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 | $79,511 | $109,881-27.6% | $150,045-47.0% | $84,808-6.2% |
| Participation rate | 48.5% | 76.1%-27.6pp | 82.3%-33.8pp | 68.3%-19.8pp |
| Annual return | 8.50% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $688 | $3,561-80.7% | $4,693-85.3% | $2,631-73.9% |
| Participant deferral / active EE | $4,427 | $6,636-33.3% | $7,997-44.6% | $4,212+5.1% |
| Admin fee / account holder | $37,711 | $8,568+340.1% | $13,435+180.7% | $7,344+413.5% |