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 | $98,955 | $74,927+32.1% | $101,794-2.8% | $84,808+16.7% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 11.01% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $171 | $1,522-88.8% | $2,289-92.5% | $2,631-93.5% |
| Participant deferral / active EE | $1,291 | $3,099-58.3% | $4,084-68.4% | $4,212-69.3% |
| Admin fee / account holder | $29,106 | $6,514+346.8% | $8,777+231.6% | $7,344+296.3% |