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 10-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 | $60,019 | $100,041-40.0% | $149,718-59.9% | $70,131-14.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 11.96% | 27.43%-15.5pp | 1501.63%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,082 | $3,662-70.4% | $5,445-80.1% | $2,342-53.8% |
| Participant deferral / active EE | $5,058 | $4,983+1.5% | $6,569-23.0% | $3,332+51.8% |
| Admin fee / account holder | $2,975 | $8,286-64.1% | $11,283-73.6% | $4,645-36.0% |