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 9-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 | $51,579 | $127,065-59.4% | $113,168-54.4% | $142,382-63.8% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 7.47% | 24.03%-16.6pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $817 | $3,442-76.3% | $2,975-72.5% | $4,299-81.0% |
| Participant deferral / active EE | $2,101 | $5,716-63.2% | $5,107-58.9% | $6,507-67.7% |
| Admin fee / account holder | $44,072 | $15,736+180.1% | $12,068+265.2% | $12,624+249.1% |