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 | $38,524 | $44,960-14.3% | $84,966-54.7% | $74,495-48.3% |
| Participation rate | 43.6% | 49.4%-5.8pp | 67.5%-23.9pp | 67.2%-23.6pp |
| Annual return | 10.38% | 26.24%-15.9pp | 66.38%-56.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $48 | $1,457-96.7% | $2,727-98.2% | $2,623-98.2% |
| Participant deferral / active EE | $2,730 | $2,7310% | $4,519-39.6% | $4,346-37.2% |
| Admin fee / account holder | $2,453 | $2,209+11.1% | $6,149-60.1% | $1,942+26.4% |