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 7-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 | $39,448 | $77,503-49.1% | $100,391-60.7% | $80,856-51.2% |
| Participation rate | 69.0% | 76.9%-7.9pp | 81.5%-12.4pp | 67.6%+1.4pp |
| Annual return | 6.84% | 37.20%-30.4pp | 49.20%-42.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,042 | $6,820+91.2% | $8,082+61.4% | $4,296+203.6% |
| Admin fee / account holder | $13,438 | $5,897+127.9% | $7,899+70.1% | $6,918+94.2% |