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 | $80,717-80.5% | $154,803-89.8% | $84,808-81.4% |
| Participation rate | 52.8% | 66.8%-14.0pp | 78.1%-25.3pp | 68.3%-15.5pp |
| Annual return | 13.03% | 37.96%-24.9pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $18 | $2,761-99.3% | $4,305-99.6% | $2,631-99.3% |
| Participant deferral / active EE | $1,526 | $3,303-53.8% | $5,540-72.5% | $4,212-63.8% |
| Admin fee / account holder | $2,435 | $6,746-63.9% | $14,329-83.0% | $7,344-66.8% |