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 9-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 | $41,416 | $85,202-51.4% | $172,739-76.0% | $72,985-43.3% |
| Participation rate | 44.4% | 70.1%-25.6pp | 82.6%-38.2pp | 69.5%-25.0pp |
| Annual return | 4.78% | 27.32%-22.5pp | 802.84%-798.1pp | 81.00%-76.2pp |
| Employer contribution / active EE | -$64 | $3,324-101.9% | $5,143-101.3% | $2,440-102.6% |
| Participant deferral / active EE | $1,258 | $3,260-61.4% | $5,198-75.8% | $3,607-65.1% |
| Admin fee / account holder | $771 | $5,884-86.9% | $13,954-94.5% | $5,124-84.9% |