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 7-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 | $35,835 | $58,927-39.2% | $76,817-53.4% | $72,985-50.9% |
| Participation rate | 34.2% | 67.3%-33.1pp | 72.1%-37.9pp | 69.5%-35.3pp |
| Annual return | 15.04% | 2305.64%-2290.6pp | 1166.11%-1151.1pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,274 | $2,690-52.6% | $3,336-61.8% | $3,607-64.7% |
| Admin fee / account holder | $10,968 | $4,013+173.3% | $6,420+70.8% | $5,124+114.0% |