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 | $55,741 | $68,719-18.9% | $91,541-39.1% | $84,808-34.3% |
| Participation rate | 12.1% | 64.5%-52.4pp | 69.8%-57.7pp | 68.3%-56.2pp |
| Annual return | 5.86% | 19.12%-13.3pp | 20.50%-14.6pp | 40.90%-35.0pp |
| Employer contribution / active EE | $236 | $1,920-87.7% | $2,505-90.6% | $2,631-91.0% |
| Participant deferral / active EE | $1,247 | $3,136-60.2% | $4,008-68.9% | $4,212-70.4% |
| Admin fee / account holder | $10,604 | $5,786+83.2% | $6,956+52.4% | $7,344+44.4% |