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 | $94,834 | $106,749-11.2% | $145,433-34.8% | $82,448+15.0% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 13.78% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $446 | $3,444-87.0% | $4,554-90.2% | $2,551-82.5% |
| Participant deferral / active EE | $4,272 | $6,519-34.5% | $7,897-45.9% | $4,139+3.2% |
| Admin fee / account holder | $4,622 | $8,390-44.9% | $13,129-64.8% | $7,234-36.1% |