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 | $20,661 | $48,335-57.3% | $121,098-82.9% | $71,457-71.1% |
| Participation rate | 31.2% | 54.3%-23.1pp | 69.5%-38.3pp | 67.9%-36.8pp |
| Annual return | 14.48% | 23.32%-8.8pp | 985.75%-971.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $234 | $1,489-84.3% | $4,164-94.4% | $2,588-91.0% |
| Participant deferral / active EE | $1,410 | $2,754-48.8% | $4,080-65.4% | $4,289-67.1% |
| Admin fee / account holder | $1,651 | $1,841-10.3% | $5,644-70.8% | $1,587+4.0% |