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 | $19,544 | $29,660-34.1% | $56,411-65.4% | $80,856-75.8% |
| Participation rate | 46.4% | 41.6%+4.7pp | 52.5%-6.1pp | 67.6%-21.2pp |
| Annual return | 8.35% | 35.23%-26.9pp | 1701.33%-1693.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $47 | $669-93.0% | $1,039-95.5% | $2,755-98.3% |
| Participant deferral / active EE | $717 | $1,226-41.5% | $1,952-63.2% | $4,296-83.3% |
| Admin fee / account holder | $9,373 | $2,428+286.1% | $2,829+231.3% | $6,918+35.5% |