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 5-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 | $50,285 | $88,360-43.1% | $145,433-65.4% | $67,986-26.0% |
| Participation rate | 31.1% | 65.5%-34.4pp | 82.1%-51.0pp | 57.2%-26.1pp |
| Annual return | 13.78% | 63.15%-49.4pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,029 | $5,932-65.8% | $7,897-74.3% | $3,358-39.6% |
| Admin fee / account holder | $4,100 | $3,313+23.7% | $13,129-68.8% | $3,203+28.0% |