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 | $20,288 | $48,230-57.9% | $67,502-69.9% | $80,856-74.9% |
| Participation rate | 33.3% | 66.4%-33.0pp | 72.9%-39.5pp | 67.6%-34.3pp |
| Annual return | 1.45% | 18.28%-16.8pp | 3512.12%-3510.7pp | 35.59%-34.1pp |
| Employer contribution / active EE | $166 | $2,020-91.8% | $2,731-93.9% | $2,755-94.0% |
| Participant deferral / active EE | $3,235 | $2,924+10.6% | $4,000-19.1% | $4,296-24.7% |
| Admin fee / account holder | $1,398 | $3,681-62.0% | $3,998-65.0% | $6,918-79.8% |