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 | $15,045 | $49,915-69.9% | $154,803-90.3% | $74,304-79.8% |
| Participation rate | 22.8% | 54.0%-31.2pp | 78.1%-55.3pp | 60.3%-37.6pp |
| Annual return | 10.33% | 34.06%-23.7pp | 58.88%-48.6pp | 29.43%-19.1pp |
| Employer contribution / active EE | $180 | $1,611-88.9% | $4,305-95.8% | $2,241-92.0% |
| Participant deferral / active EE | $653 | $2,255-71.0% | $5,540-88.2% | $3,767-82.7% |
| Admin fee / account holder | $7,811 | $2,189+256.8% | $14,329-45.5% | $2,969+163.1% |