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 3-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 | $3,439 | $54,705-93.7% | $71,209-95.2% | $84,808-95.9% |
| Participation rate | 29.1% | 64.1%-35.0pp | 73.8%-44.7pp | 68.3%-39.2pp |
| Annual return | 5.53% | 35.90%-30.4pp | 282.51%-277.0pp | 40.90%-35.4pp |
| Employer contribution / active EE | $140 | $2,158-93.5% | $2,721-94.8% | $2,631-94.7% |
| Participant deferral / active EE | $652 | $3,030-78.5% | $4,175-84.4% | $4,212-84.5% |
| Admin fee / account holder | $3,512 | $4,863-27.8% | $5,349-34.3% | $7,344-52.2% |