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 8-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 | $17,937 | $56,110-68.0% | $94,993-81.1% | $70,131-74.4% |
| Participation rate | 18.5% | 65.0%-46.5pp | 73.9%-55.4pp | 69.5%-51.0pp |
| Annual return | 9.26% | 51.02%-41.8pp | 27.12%-17.9pp | 73.14%-63.9pp |
| Employer contribution / active EE | $235 | $1,442-83.7% | $2,603-91.0% | $2,342-90.0% |
| Participant deferral / active EE | $932 | $2,391-61.0% | $3,317-71.9% | $3,332-72.0% |
| Admin fee / account holder | $1,259 | $3,456-63.6% | $4,960-74.6% | $4,645-72.9% |