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 7-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 | $3,105 | $76,738-96.0% | $56,411-94.5% | $145,922-97.9% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.2pp | 80.3%-16.6pp |
| Annual return | 3.97% | 2994.23%-2990.3pp | 1701.33%-1697.4pp | 561.29%-557.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $457 | $2,623-82.6% | $1,952-76.6% | $6,688-93.2% |
| Admin fee / account holder | $2,343 | $3,334-29.7% | $2,829-17.2% | $13,397-82.5% |