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 8-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 | $23,751 | $118,427-79.9% | $66,042-64.0% | $142,382-83.3% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 3.88% | 35.57%-31.7pp | 52.11%-48.2pp | 217.08%-213.2pp |
| Employer contribution / active EE | $18 | $2,570-99.3% | $1,579-98.8% | $4,299-99.6% |
| Participant deferral / active EE | $1,379 | $4,311-68.0% | $2,835-51.4% | $6,507-78.8% |
| Admin fee / account holder | $509 | $9,593-94.7% | $5,747-91.2% | $12,624-96.0% |