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 | $42,859 | $69,207-38.1% | $64,056-33.1% | $139,434-69.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 2.46% | 45.88%-43.4pp | 33.69%-31.2pp | 372.94%-370.5pp |
| Employer contribution / active EE | $355 | $3,182-88.8% | $2,747-87.1% | $4,751-92.5% |
| Participant deferral / active EE | $1,919 | $4,682-59.0% | $3,880-50.5% | $6,710-71.4% |
| Admin fee / account holder | $29,269 | $4,244+589.7% | $3,068+854.0% | $11,403+156.7% |