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 6-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 | $41,070 | $95,453-57.0% | $112,040-63.3% | $82,448-50.2% |
| Participation rate | 61.8% | 72.8%-10.9pp | 76.5%-14.7pp | 68.1%-6.2pp |
| Annual return | 11.54% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $515 | $2,318-77.8% | $2,954-82.6% | $2,551-79.8% |
| Participant deferral / active EE | $3,872 | $4,224-8.3% | $5,098-24.0% | $4,139-6.5% |
| Admin fee / account holder | $20,595 | $9,013+128.5% | $12,098+70.2% | $7,234+184.7% |