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 7-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 | $17,587 | $47,479-63.0% | $62,929-72.1% | $82,448-78.7% |
| Participation rate | 35.9% | 66.9%-31.0pp | 73.1%-37.2pp | 68.1%-32.2pp |
| Annual return | 9.47% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $212 | $1,885-88.8% | $2,505-91.6% | $2,551-91.7% |
| Participant deferral / active EE | $1,092 | $2,870-61.9% | $3,888-71.9% | $4,139-73.6% |
| Admin fee / account holder | $4,951 | $3,804+30.2% | $5,065-2.2% | $7,234-31.6% |