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 4-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 | $59,772 | $56,053+6.6% | $75,972-21.3% | $80,856-26.1% |
| Participation rate | 51.4% | 62.0%-10.6pp | 69.1%-17.6pp | 67.6%-16.2pp |
| Annual return | 8.90% | 20.53%-11.6pp | 359.55%-350.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $235 | $1,874-87.5% | $2,685-91.2% | $2,755-91.5% |
| Participant deferral / active EE | $1,216 | $3,052-60.2% | $4,255-71.4% | $4,296-71.7% |
| Admin fee / account holder | $11,267 | $5,234+115.3% | $6,467+74.2% | $6,918+62.9% |