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 | $47,937 | $65,365-26.7% | $92,893-48.4% | $72,985-34.3% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 4.17% | 42.10%-37.9pp | 109.41%-105.2pp | 81.00%-76.8pp |
| Employer contribution / active EE | $329 | $2,594-87.3% | $3,653-91.0% | $2,440-86.5% |
| Participant deferral / active EE | $2,438 | $3,128-22.1% | $4,236-42.5% | $3,607-32.4% |
| Admin fee / account holder | $6,506 | $4,251+53.0% | $5,794+12.3% | $5,124+27.0% |