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 8-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 | $48,943 | $57,651-15.1% | $112,229-56.4% | $71,457-31.5% |
| Participation rate | 54.9% | 58.9%-4.0pp | 72.4%-17.5pp | 67.9%-13.0pp |
| Annual return | 13.22% | 18.32%-5.1pp | 30.20%-17.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,907 | $2,863+71.4% | $4,798+2.3% | $4,289+14.4% |
| Admin fee / account holder | $18,787 | $1,581+1088.1% | $7,748+142.5% | $1,587+1083.5% |