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 | $44,602 | $61,272-27.2% | $149,673-70.2% | $71,457-37.6% |
| Participation rate | 28.9% | 62.5%-33.6pp | 78.8%-49.9pp | 67.9%-39.0pp |
| Annual return | 9.94% | 35.85%-25.9pp | 134.42%-124.5pp | 28.85%-18.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,112 | $2,917-61.9% | $5,680-80.4% | $4,289-74.1% |
| Admin fee / account holder | $5,459 | $1,261+332.8% | $13,210-58.7% | $1,587+243.9% |