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 | $11,013 | $30,400-63.8% | $53,898-79.6% | $84,808-87.0% |
| Participation rate | 45.9% | 46.4%-0.5pp | 55.0%-9.0pp | 68.3%-22.4pp |
| Annual return | 3.04% | 500.19%-497.2pp | 528.60%-525.6pp | 40.90%-37.9pp |
| Employer contribution / active EE | $11 | $603-98.2% | $932-98.8% | $2,631-99.6% |
| Participant deferral / active EE | $1,777 | $1,199+48.3% | $1,826-2.7% | $4,212-57.8% |
| Admin fee / account holder | $5,756 | $1,993+188.8% | $2,491+131.1% | $7,344-21.6% |