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 | $60,220 | $89,753-32.9% | $107,525-44.0% | $84,808-29.0% |
| Participation rate | 58.2% | 68.1%-9.8pp | 75.1%-16.8pp | 68.3%-10.1pp |
| Annual return | 9.27% | 29.48%-20.2pp | 181.32%-172.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $782 | $3,113-74.9% | $3,754-79.2% | $2,631-70.3% |
| Participant deferral / active EE | $2,968 | $4,056-26.8% | $5,116-42.0% | $4,212-29.5% |
| Admin fee / account holder | $19,852 | $7,222+174.9% | $8,919+122.6% | $7,344+170.3% |