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 | $20,696 | $71,057-70.9% | $93,654-77.9% | $80,874-74.4% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.6%-39.3pp |
| Annual return | -6.81% | 11.26%-18.1pp | 133.34%-140.2pp | 35.62%-42.4pp |
| Employer contribution / active EE | $350 | $1,564-77.6% | $2,421-85.5% | $2,756-87.3% |
| Participant deferral / active EE | $2,522 | $4,034-37.5% | $4,413-42.8% | $4,297-41.3% |
| Admin fee / account holder | $2,945 | $6,944-57.6% | $8,282-64.4% | $6,935-57.5% |