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 8-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 | $84,434 | $68,547+23.2% | $120,354-29.8% | $80,856+4.4% |
| Participation rate | 48.3% | 61.6%-13.3pp | 71.9%-23.6pp | 67.6%-19.4pp |
| Annual return | 8.61% | 23.60%-15.0pp | 107.15%-98.5pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,043 | $3,173+90.4% | $4,991+21.1% | $4,296+40.7% |
| Admin fee / account holder | $1,068 | $5,732-81.4% | $9,423-88.7% | $6,918-84.6% |