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 | $65,109 | $111,754-41.7% | $103,333-37.0% | $145,922-55.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 8.52% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $107 | $4,212-97.5% | $3,868-97.2% | $4,660-97.7% |
| Participant deferral / active EE | $1,908 | $5,619-66.0% | $5,057-62.3% | $6,688-71.5% |
| Admin fee / account holder | $110,577 | $9,750+1034.1% | $8,355+1223.5% | $13,397+725.4% |