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 3-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 | $67,432 | $109,881-38.6% | $150,045-55.1% | $84,808-20.5% |
| Participation rate | 46.2% | 76.1%-29.9pp | 82.3%-36.2pp | 68.3%-22.2pp |
| Annual return | 11.61% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,832 | $6,636-42.3% | $7,997-52.1% | $4,212-9.0% |
| Admin fee / account holder | $10,485 | $8,568+22.4% | $13,435-22.0% | $7,344+42.8% |