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 | $22,697 | $64,307-64.7% | $57,343-60.4% | $125,391-81.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 75.1%-41.8pp | 83.2%-49.9pp |
| Annual return | -3.66% | 25.12%-28.8pp | 24.39%-28.0pp | 282.22%-285.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,280 | $3,848-66.7% | $3,162-59.5% | $5,352-76.1% |
| Admin fee / account holder | $1,872 | $5,242-64.3% | $3,356-44.2% | $9,540-80.4% |