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 | $55,540 | $94,752-41.4% | $112,887-50.8% | $139,434-60.2% |
| Participation rate | 27.3% | 81.3%-54.0pp | 80.5%-53.2pp | 80.3%-53.0pp |
| Annual return | 7.18% | 40.88%-33.7pp | 34.10%-26.9pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,048 | $4,625-77.3% | $4,563-77.0% | $4,751-77.9% |
| Participant deferral / active EE | $2,734 | $6,512-58.0% | $6,513-58.0% | $6,710-59.2% |
| Admin fee / account holder | $37,345 | $8,527+337.9% | $7,047+429.9% | $11,403+227.5% |