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 5-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 | $13,192 | $107,452-87.7% | $91,541-85.6% | $142,382-90.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.8%-26.9pp | 80.1%-37.3pp |
| Annual return | 8.35% | 22.06%-13.7pp | 20.50%-12.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,594 | $4,754-45.4% | $4,008-35.3% | $6,507-60.1% |
| Admin fee / account holder | $16,044 | $8,834+81.6% | $6,956+130.6% | $12,624+27.1% |