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 | $14,921 | $57,590-74.1% | $86,233-82.7% | $82,448-81.9% |
| Participation rate | 54.9% | 57.9%-3.0pp | 69.0%-14.1pp | 68.1%-13.2pp |
| Annual return | 13.20% | 22.41%-9.2pp | 61.39%-48.2pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,506 | $3,080-18.6% | $4,559-45.0% | $4,139-39.5% |
| Admin fee / account holder | $1,324 | $4,730-72.0% | $8,342-84.1% | $7,234-81.7% |