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 | $109,881-13.7% | $150,045-36.8% | $84,808+11.8% |
| Participation rate | 40.0% | 76.1%-36.1pp | 82.3%-42.3pp | 68.3%-28.3pp |
| Annual return | 13.78% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $446 | $3,561-87.5% | $4,693-90.5% | $2,631-83.0% |
| Participant deferral / active EE | $4,272 | $6,636-35.6% | $7,997-46.6% | $4,212+1.4% |
| Admin fee / account holder | $4,622 | $8,568-46.1% | $13,435-65.6% | $7,344-37.1% |