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 7-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 | $32,654 | $80,717-59.5% | $154,803-78.9% | $84,808-61.5% |
| Participation rate | 39.0% | 66.8%-27.8pp | 78.1%-39.0pp | 68.3%-29.3pp |
| Annual return | 12.46% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $50 | $2,761-98.2% | $4,305-98.8% | $2,631-98.1% |
| Participant deferral / active EE | $1,009 | $3,303-69.4% | $5,540-81.8% | $4,212-76.0% |
| Admin fee / account holder | $7,763 | $6,746+15.1% | $14,329-45.8% | $7,344+5.7% |