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 | $49,608 | $72,492-31.6% | $87,100-43.0% | $72,985-32.0% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 14.97% | 24.46%-9.5pp | 28.19%-13.2pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,179 | $3,270-33.3% | $4,049-46.2% | $3,607-39.6% |
| Admin fee / account holder | $4,545 | $5,055-10.1% | $7,497-39.4% | $5,124-11.3% |