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 | $37,653 | $48,795-22.8% | $65,493-42.5% | $84,808-55.6% |
| Participation rate | 17.9% | 67.0%-49.0pp | 73.1%-55.1pp | 68.3%-50.4pp |
| Annual return | 11.56% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $140 | $1,930-92.7% | $2,574-94.6% | $2,631-94.7% |
| Participant deferral / active EE | $987 | $2,928-66.3% | $3,961-75.1% | $4,212-76.6% |
| Admin fee / account holder | $1,311 | $3,877-66.2% | $5,028-73.9% | $7,344-82.1% |