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 | $71,851 | $91,552-21.5% | $133,956-46.4% | $79,858-10.0% |
| Participation rate | 44.4% | 73.3%-28.9pp | 79.8%-35.4pp | 69.6%-25.2pp |
| Annual return | 8.49% | 61.85%-53.4pp | 45.09%-36.6pp | 31.71%-23.2pp |
| Employer contribution / active EE | $474 | $2,384-80.1% | $3,919-87.9% | $2,471-80.8% |
| Participant deferral / active EE | $1,887 | $3,733-49.5% | $5,048-62.6% | $3,740-49.5% |
| Admin fee / account holder | $10,130 | $6,321+60.3% | $8,927+13.5% | $5,306+90.9% |