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 | $18,900 | $80,717-76.6% | $154,803-87.8% | $84,808-77.7% |
| Participation rate | 22.2% | 66.8%-44.6pp | 78.1%-55.8pp | 68.3%-46.1pp |
| Annual return | 5.60% | 37.96%-32.4pp | 58.88%-53.3pp | 40.90%-35.3pp |
| Employer contribution / active EE | $144 | $2,761-94.8% | $4,305-96.7% | $2,631-94.5% |
| Participant deferral / active EE | $1,711 | $3,303-48.2% | $5,540-69.1% | $4,212-59.4% |
| Admin fee / account holder | $2,356 | $6,746-65.1% | $14,329-83.6% | $7,344-67.9% |