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 | $54,705-83.6% | $71,209-87.4% | $84,808-89.4% |
| Participation rate | 62.1% | 64.1%-2.0pp | 73.8%-11.7pp | 68.3%-6.2pp |
| Annual return | 11.16% | 35.90%-24.7pp | 282.51%-271.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $14 | $2,158-99.4% | $2,721-99.5% | $2,631-99.5% |
| Participant deferral / active EE | $906 | $3,030-70.1% | $4,175-78.3% | $4,212-78.5% |
| Admin fee / account holder | $5,199 | $4,863+6.9% | $5,349-2.8% | $7,344-29.2% |