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 | $62,163 | $109,881-43.4% | $150,045-58.6% | $84,808-26.7% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 11.76% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,030 | $6,636+5.9% | $7,997-12.1% | $4,212+66.9% |
| Admin fee / account holder | $921 | $8,568-89.3% | $13,435-93.1% | $7,344-87.5% |