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 | $19,101 | $58,208-67.2% | $81,812-76.7% | $80,856-76.4% |
| Participation rate | 20.5% | 63.4%-42.9pp | 72.3%-51.8pp | 67.6%-47.1pp |
| Annual return | 8.86% | 41.66%-32.8pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $207 | $2,340-91.2% | $2,912-92.9% | $2,755-92.5% |
| Participant deferral / active EE | $859 | $3,281-73.8% | $4,319-80.1% | $4,296-80.0% |
| Admin fee / account holder | $1,136 | $4,981-77.2% | $7,386-84.6% | $6,918-83.6% |