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 4-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 | $55,762 | $81,460-31.5% | $103,333-46.0% | $80,856-31.0% |
| Participation rate | 12.5% | 66.8%-54.3pp | 74.5%-62.0pp | 67.6%-55.1pp |
| Annual return | 9.50% | 25.55%-16.0pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $493 | $3,105-84.1% | $3,868-87.3% | $2,755-82.1% |
| Participant deferral / active EE | $1,761 | $3,869-54.5% | $5,057-65.2% | $4,296-59.0% |
| Admin fee / account holder | $826 | $6,566-87.4% | $8,355-90.1% | $6,918-88.1% |