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 9-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 | $24,200 | $76,552-68.4% | $123,892-80.5% | $62,891-61.5% |
| Participation rate | 42.5% | 73.0%-30.5pp | 81.4%-38.9pp | 69.3%-26.8pp |
| Annual return | 3.90% | 18.68%-14.8pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $243 | $2,883-91.6% | $4,617-94.7% | $2,281-89.4% |
| Participant deferral / active EE | $2,308 | $4,840-52.3% | $5,984-61.4% | $3,203-28.0% |
| Admin fee / account holder | $11,763 | $4,826+143.8% | $8,357+40.8% | $4,296+173.8% |