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 6-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 | $30,346 | $54,762-44.6% | $90,281-66.4% | $72,985-58.4% |
| Participation rate | 69.7% | 65.1%+4.6pp | 73.3%-3.6pp | 69.5%+0.2pp |
| Annual return | 13.63% | 30.63%-17.0pp | 78.10%-64.5pp | 81.00%-67.4pp |
| Employer contribution / active EE | $205 | $2,092-90.2% | $2,854-92.8% | $2,440-91.6% |
| Participant deferral / active EE | $1,303 | $2,887-54.9% | $3,885-66.5% | $3,607-63.9% |
| Admin fee / account holder | $2,072 | $3,972-47.8% | $5,351-61.3% | $5,124-59.6% |