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 5-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 | $5,086 | $24,730-79.4% | $66,042-92.3% | $84,808-94.0% |
| Participation rate | 68.3% | 68.1%+0.2pp | 67.5%+0.7pp | 68.3%-0.1pp |
| Annual return | 13.90% | 79.55%-65.6pp | 52.11%-38.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,336 | $1,737-23.1% | $2,835-52.9% | $4,212-68.3% |
| Admin fee / account holder | $2,356 | $3,014-21.8% | $5,747-59.0% | $7,344-67.9% |