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 | $41,881 | $51,175-18.2% | $70,515-40.6% | $75,163-44.3% |
| Participation rate | 56.3% | 60.9%-4.7pp | 68.3%-12.1pp | 67.2%-10.9pp |
| Annual return | 13.12% | 30.02%-16.9pp | 32.77%-19.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,035 | $2,849-28.6% | $4,567-55.4% | $4,125-50.7% |
| Admin fee / account holder | $9,203 | $4,091+125.0% | $6,412+43.5% | $5,651+62.9% |