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 3-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 | $76,619 | $71,050+7.8% | $93,606-18.1% | $80,856-5.2% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.1pp | 67.6%-32.0pp |
| Annual return | 9.35% | 11.26%-1.9pp | 133.20%-123.8pp | 35.59%-26.2pp |
| Employer contribution / active EE | $68 | $1,564-95.6% | $2,420-97.2% | $2,755-97.5% |
| Participant deferral / active EE | $1,722 | $4,034-57.3% | $4,411-61.0% | $4,296-59.9% |
| Admin fee / account holder | $5,214 | $6,945-24.9% | $8,285-37.1% | $6,918-24.6% |