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 | $33,835 | $73,933-54.2% | $96,683-65.0% | $75,163-55.0% |
| Participation rate | 65.2% | 66.4%-1.2pp | 74.3%-9.1pp | 67.2%-2.0pp |
| Annual return | 10.83% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.8pp |
| Employer contribution / active EE | $111 | $2,928-96.2% | $3,737-97.0% | $2,670-95.8% |
| Participant deferral / active EE | $1,635 | $3,659-55.3% | $4,878-66.5% | $4,125-60.4% |
| Admin fee / account holder | $27,137 | $5,216+420.2% | $6,730+303.3% | $5,651+380.2% |