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 | $63,404 | $72,277-12.3% | $101,248-37.4% | $79,858-20.6% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 8.74% | 22.30%-13.6pp | 46.47%-37.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $89 | $2,692-96.7% | $3,660-97.6% | $2,471-96.4% |
| Participant deferral / active EE | $1,998 | $3,282-39.1% | $4,370-54.3% | $3,740-46.6% |
| Admin fee / account holder | $13,495 | $4,400+206.7% | $5,945+127.0% | $5,306+154.3% |