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 | $9,660 | $74,888-87.1% | $71,209-86.4% | $142,382-93.2% |
| Participation rate | 41.2% | 76.2%-35.0pp | 73.8%-32.6pp | 80.1%-38.9pp |
| Annual return | 12.01% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $85 | $2,854-97.0% | $2,721-96.9% | $4,299-98.0% |
| Participant deferral / active EE | $1,707 | $4,454-61.7% | $4,175-59.1% | $6,507-73.8% |
| Admin fee / account holder | $6,893 | $5,568+23.8% | $5,349+28.9% | $12,624-45.4% |