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 | $71,145 | $88,083-19.2% | $164,813-56.8% | $74,495-4.5% |
| Participation rate | 55.2% | 73.0%-17.9pp | 78.6%-23.4pp | 67.2%-12.0pp |
| Annual return | 11.12% | 17.26%-6.1pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $558 | $2,593-78.5% | $4,341-87.1% | $2,623-78.7% |
| Participant deferral / active EE | $4,542 | $4,498+1.0% | $6,031-24.7% | $4,346+4.5% |
| Admin fee / account holder | $17,723 | $2,234+693.4% | $12,690+39.7% | $1,942+812.7% |