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 | $20,580 | $73,933-72.2% | $96,683-78.7% | $75,163-72.6% |
| Participation rate | 34.6% | 66.4%-31.9pp | 74.3%-39.8pp | 67.2%-32.6pp |
| Annual return | -1.00% | 26.70%-27.7pp | 35.69%-36.7pp | 160.62%-161.6pp |
| Employer contribution / active EE | $609 | $2,928-79.2% | $3,737-83.7% | $2,670-77.2% |
| Participant deferral / active EE | $1,512 | $3,659-58.7% | $4,878-69.0% | $4,125-63.3% |
| Admin fee / account holder | $5,640 | $5,216+8.1% | $6,730-16.2% | $5,651-0.2% |