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 | $36,208 | $63,355-42.8% | $91,989-60.6% | $72,985-50.4% |
| Participation rate | 69.2% | 72.5%-3.3pp | 78.6%-9.4pp | 69.5%-0.3pp |
| Annual return | 12.45% | 35.35%-22.9pp | 69.02%-56.6pp | 81.00%-68.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,110 | $4,883-36.3% | $5,923-47.5% | $3,607-13.8% |
| Admin fee / account holder | $316 | $4,668-93.2% | $7,743-95.9% | $5,124-93.8% |