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 | $69,165 | $109,413-36.8% | $156,263-55.7% | $84,808-18.4% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 9.94% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-31.0pp |
| Employer contribution / active EE | $512 | $2,907-82.4% | $4,333-88.2% | $2,631-80.5% |
| Participant deferral / active EE | $3,823 | $4,590-16.7% | $6,158-37.9% | $4,212-9.2% |
| Admin fee / account holder | $3,489 | $9,357-62.7% | $14,255-75.5% | $7,344-52.5% |