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 9-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 | $43,804 | $86,929-49.6% | $102,423-57.2% | $80,856-45.8% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.6%-27.6pp |
| Annual return | 8.96% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $510 | $2,369-78.5% | $3,023-83.1% | $2,755-81.5% |
| Participant deferral / active EE | $1,889 | $4,118-54.1% | $5,053-62.6% | $4,296-56.0% |
| Admin fee / account holder | $5,206 | $8,049-35.3% | $9,451-44.9% | $6,918-24.8% |