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 | $14,267 | $32,037-55.5% | $69,182-79.4% | $62,891-77.3% |
| Participation rate | 8.8% | 43.4%-34.6pp | 55.1%-46.3pp | 69.3%-60.5pp |
| Annual return | 4.30% | 15.16%-10.9pp | -21.93%+26.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $390 | $1,185-67.1% | $1,897-79.4% | $3,203-87.8% |
| Admin fee / account holder | $2,587 | $2,608-0.8% | $2,697-4.1% | $4,296-39.8% |