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 4-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 | $26,509 | $60,892-56.5% | $82,389-67.8% | $84,808-68.7% |
| Participation rate | 29.6% | 63.3%-33.6pp | 69.5%-39.9pp | 68.3%-38.7pp |
| Annual return | 9.48% | 37.29%-27.8pp | 28.67%-19.2pp | 40.90%-31.4pp |
| Employer contribution / active EE | $268 | $1,779-85.0% | $2,517-89.4% | $2,631-89.8% |
| Participant deferral / active EE | $1,250 | $3,179-60.7% | $4,155-69.9% | $4,212-70.3% |
| Admin fee / account holder | $344 | $5,467-93.7% | $7,231-95.2% | $7,344-95.3% |