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 | $44,220 | $91,190-51.5% | $178,490-75.2% | $79,858-44.6% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | 2.94% | 24.19%-21.3pp | 151.07%-148.1pp | 31.71%-28.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,305 | $3,236-59.7% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $1,100 | $6,751-83.7% | $13,984-92.1% | $5,306-79.3% |