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 | $55,202 | $102,966-46.4% | $90,281-38.9% | $152,861-63.9% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.4%-41.5pp |
| Annual return | 3.80% | 95.16%-91.4pp | 78.10%-74.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,568 | $4,281-63.4% | $3,885-59.6% | $5,850-73.2% |
| Admin fee / account holder | $970 | $6,171-84.3% | $5,351-81.9% | $11,596-91.6% |