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 | $33,015 | $63,346-47.9% | $92,233-64.2% | $70,131-52.9% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 12.24% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $297 | $2,471-88.0% | $3,679-91.9% | $2,342-87.3% |
| Participant deferral / active EE | $1,157 | $2,854-59.5% | $3,897-70.3% | $3,332-65.3% |
| Admin fee / account holder | $3,342 | $3,840-13.0% | $5,194-35.7% | $4,645-28.1% |