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 7-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 | $50,037 | $109,413-54.3% | $156,263-68.0% | $84,808-41.0% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 11.10% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $618 | $2,907-78.7% | $4,333-85.7% | $2,631-76.5% |
| Participant deferral / active EE | $2,346 | $4,590-48.9% | $6,158-61.9% | $4,212-44.3% |
| Admin fee / account holder | $9,278 | $9,357-0.8% | $14,255-34.9% | $7,344+26.3% |