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 6-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 | $9,473 | $107,452-91.2% | $91,541-89.7% | $142,382-93.3% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 1.48% | 22.06%-20.6pp | 20.50%-19.0pp | 217.08%-215.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,313 | $4,754-51.3% | $4,008-42.3% | $6,507-64.4% |
| Admin fee / account holder | $9,485 | $8,834+7.4% | $6,956+36.3% | $12,624-24.9% |