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 | $53,430 | $81,460-34.4% | $103,333-48.3% | $80,856-33.9% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 9.64% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $542 | $3,105-82.6% | $3,868-86.0% | $2,755-80.3% |
| Participant deferral / active EE | $1,898 | $3,869-50.9% | $5,057-62.5% | $4,296-55.8% |
| Admin fee / account holder | $3,536 | $6,566-46.2% | $8,355-57.7% | $6,918-48.9% |