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 9-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 | $46,462 | $78,422-40.8% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 45.1% | 73.5%-28.4pp | 77.1%-32.0pp | 69.6%-24.5pp |
| Annual return | 4.13% | 19.37%-15.2pp | 91.61%-87.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $247 | $1,945-87.3% | $2,541-90.3% | $2,471-90.0% |
| Participant deferral / active EE | $1,955 | $3,440-43.2% | $4,167-53.1% | $3,740-47.7% |
| Admin fee / account holder | $19,287 | $5,622+243.1% | $6,795+183.8% | $5,306+263.5% |