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 4-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 | $61,193 | $46,553+31.4% | $64,056-4.5% | $75,163-18.6% |
| Participation rate | 31.6% | 65.9%-34.4pp | 72.3%-40.7pp | 67.2%-35.6pp |
| Annual return | 6.37% | 26.03%-19.7pp | 33.69%-27.3pp | 160.62%-154.2pp |
| Employer contribution / active EE | $337 | $1,974-82.9% | $2,747-87.7% | $2,670-87.4% |
| Participant deferral / active EE | $807 | $2,837-71.6% | $3,880-79.2% | $4,125-80.4% |
| Admin fee / account holder | $6,794 | $2,952+130.2% | $3,068+121.4% | $5,651+20.2% |