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 | $85,472 | $56,054+52.5% | $171,082-50.0% | $62,891+35.9% |
| Participation rate | 44.7% | 62.9%-18.1pp | 76.7%-32.0pp | 69.3%-24.6pp |
| Annual return | 5.15% | 22.52%-17.4pp | 32.56%-27.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,008 | $3,158-4.8% | $4,797-37.3% | $3,203-6.1% |
| Admin fee / account holder | $11,433 | $3,647+213.5% | $8,520+34.2% | $4,296+166.2% |