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 | $47,162 | $60,349-21.9% | $74,183-36.4% | $62,891-25.0% |
| Participation rate | 13.5% | 72.7%-59.3pp | 76.6%-63.2pp | 69.3%-55.8pp |
| Annual return | 2.46% | 21.37%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $184 | $1,680-89.1% | $2,370-92.2% | $2,281-91.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,814 | $4,261-34.0% | $5,586-49.6% | $4,296-34.5% |