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 | $64,404 | $67,606-4.7% | $82,313-21.8% | $70,131-8.2% |
| Participation rate | 38.7% | 72.8%-34.1pp | 76.9%-38.2pp | 69.5%-30.8pp |
| Annual return | 11.77% | 21.57%-9.8pp | 25.88%-14.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,524 | $2,987-15.5% | $3,706-31.9% | $3,332-24.2% |
| Admin fee / account holder | $8,593 | $4,512+90.4% | $5,608+53.2% | $4,645+85.0% |