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 | $8,994 | $51,638-82.6% | $68,368-86.8% | $82,448-89.1% |
| Participation rate | 62.1% | 63.6%-1.5pp | 73.8%-11.7pp | 68.1%-6.0pp |
| Annual return | 11.16% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $14 | $2,047-99.3% | $2,649-99.5% | $2,551-99.5% |
| Participant deferral / active EE | $906 | $2,914-68.9% | $4,123-78.0% | $4,139-78.1% |
| Admin fee / account holder | $5,199 | $4,643+12.0% | $5,150+1.0% | $7,234-28.1% |