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 7-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 | $80,315 | $72,277+11.1% | $101,248-20.7% | $79,858+0.6% |
| Participation rate | 54.8% | 68.5%-13.7pp | 75.8%-21.0pp | 69.6%-14.9pp |
| Annual return | 4.31% | 22.30%-18.0pp | 46.47%-42.2pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,236 | $3,282-1.4% | $4,370-25.9% | $3,740-13.5% |
| Admin fee / account holder | $3,702 | $4,400-15.9% | $5,945-37.7% | $5,306-30.2% |