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 | $31,272 | $58,627-46.7% | $76,735-59.2% | $82,448-62.1% |
| Participation rate | 19.0% | 63.2%-44.2pp | 69.5%-50.5pp | 68.1%-49.0pp |
| Annual return | 6.35% | 39.10%-32.8pp | 29.77%-23.4pp | 41.64%-35.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,726 | $3,134-44.9% | $4,088-57.8% | $4,139-58.3% |
| Admin fee / account holder | $1,595 | $5,323-70.0% | $7,189-77.8% | $7,234-78.0% |