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 | $21,906 | $70,669-69.0% | $169,368-87.1% | $75,163-70.9% |
| Participation rate | 53.3% | 64.8%-11.5pp | 77.1%-23.8pp | 67.2%-13.9pp |
| Annual return | 12.78% | 36.36%-23.6pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,691 | $4,311-60.8% | $6,221-72.8% | $4,125-59.0% |
| Admin fee / account holder | $10,933 | $5,402+102.4% | $9,003+21.4% | $5,651+93.5% |