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 | $14,043 | $51,576-72.8% | $129,207-89.1% | $80,856-82.6% |
| Participation rate | 31.9% | 57.0%-25.1pp | 69.6%-37.7pp | 67.6%-35.8pp |
| Annual return | 7.12% | 20.81%-13.7pp | 9417.33%-9410.2pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,874 | $2,669+82.6% | $4,168+16.9% | $4,296+13.5% |
| Admin fee / account holder | $7,120 | $4,305+65.4% | $7,715-7.7% | $6,918+2.9% |