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 | $42,219 | $80,724-47.7% | $103,333-59.1% | $74,495-43.3% |
| Participation rate | 26.5% | 65.7%-39.2pp | 74.5%-48.0pp | 67.2%-40.7pp |
| Annual return | 10.78% | 27.56%-16.8pp | 24.88%-14.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $352 | $3,157-88.9% | $3,868-90.9% | $2,623-86.6% |
| Participant deferral / active EE | $1,732 | $3,860-55.1% | $5,057-65.8% | $4,346-60.1% |
| Admin fee / account holder | $2,476 | $2,368+4.5% | $8,355-70.4% | $1,942+27.5% |