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 8-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 | $16,880 | $46,553-63.7% | $64,056-73.6% | $75,163-77.5% |
| Participation rate | 26.9% | 65.9%-39.0pp | 72.3%-45.4pp | 67.2%-40.3pp |
| Annual return | 2.79% | 26.03%-23.2pp | 33.69%-30.9pp | 160.62%-157.8pp |
| Employer contribution / active EE | $86 | $1,974-95.6% | $2,747-96.9% | $2,670-96.8% |
| Participant deferral / active EE | $2,192 | $2,837-22.7% | $3,880-43.5% | $4,125-46.9% |
| Admin fee / account holder | $1,658 | $2,952-43.8% | $3,068-46.0% | $5,651-70.7% |