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 | $15,780 | $76,407-79.3% | $150,298-89.5% | $82,448-80.9% |
| Participation rate | 52.8% | 66.4%-13.6pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 13.03% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $18 | $2,614-99.3% | $4,154-99.6% | $2,551-99.3% |
| Participant deferral / active EE | $1,526 | $3,214-52.5% | $5,453-72.0% | $4,139-63.1% |
| Admin fee / account holder | $2,435 | $6,352-61.7% | $14,116-82.8% | $7,234-66.3% |