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 | $22,495 | $56,053-59.9% | $75,972-70.4% | $80,856-72.2% |
| Participation rate | 20.5% | 62.0%-41.5pp | 69.1%-48.5pp | 67.6%-47.1pp |
| Annual return | 6.26% | 20.53%-14.3pp | 359.55%-353.3pp | 35.59%-29.3pp |
| Employer contribution / active EE | $346 | $1,874-81.6% | $2,685-87.1% | $2,755-87.5% |
| Participant deferral / active EE | $1,123 | $3,052-63.2% | $4,255-73.6% | $4,296-73.9% |
| Admin fee / account holder | $1,781 | $5,234-66.0% | $6,467-72.5% | $6,918-74.3% |