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 4-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 | $19,596 | $102,605-80.9% | $145,661-86.5% | $84,808-76.9% |
| Participation rate | 51.7% | 74.3%-22.6pp | 77.2%-25.5pp | 68.3%-16.6pp |
| Annual return | 12.29% | 26.50%-14.2pp | 101.46%-89.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4 | $3,325-99.9% | $4,238-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $2,651 | $5,750-53.9% | $7,198-63.2% | $4,212-37.1% |
| Admin fee / account holder | $10,495 | $8,758+19.8% | $12,466-15.8% | $7,344+42.9% |