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 | $30,850 | $92,985-66.8% | $153,485-79.9% | $80,856-61.8% |
| Participation rate | 42.1% | 69.0%-26.9pp | 77.1%-35.0pp | 67.6%-25.5pp |
| Annual return | 9.31% | 19.95%-10.6pp | 15.65%-6.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,214 | $5,178-37.9% | $6,757-52.4% | $4,296-25.2% |
| Admin fee / account holder | $618 | $8,880-93.0% | $12,724-95.1% | $6,918-91.1% |