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 9-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 | $25,190 | $71,050-64.5% | $93,606-73.1% | $80,856-68.8% |
| Participation rate | 26.1% | 60.4%-34.3pp | 68.7%-42.6pp | 67.6%-41.6pp |
| Annual return | 9.31% | 11.26%-2.0pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $351 | $1,564-77.5% | $2,420-85.5% | $2,755-87.2% |
| Participant deferral / active EE | $1,305 | $4,034-67.6% | $4,411-70.4% | $4,296-69.6% |
| Admin fee / account holder | $1,660 | $6,945-76.1% | $8,285-80.0% | $6,918-76.0% |