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 | $45,343-66.8% | $150,298-90.0% | $67,986-77.9% |
| Participation rate | 22.8% | 51.9%-29.1pp | 77.8%-55.0pp | 57.2%-34.4pp |
| Annual return | 10.33% | 33.28%-22.9pp | 62.79%-52.5pp | 31.67%-21.3pp |
| Employer contribution / active EE | $180 | $1,462-87.7% | $4,154-95.7% | $2,019-91.1% |
| Participant deferral / active EE | $653 | $2,055-68.2% | $5,453-88.0% | $3,358-80.6% |
| Admin fee / account holder | $7,811 | $2,250+247.2% | $14,116-44.7% | $3,203+143.9% |