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 | $6,107 | $22,587-73.0% | $65,255-90.6% | $75,163-91.9% |
| Participation rate | 48.8% | 63.1%-14.3pp | 65.0%-16.2pp | 67.2%-18.4pp |
| Annual return | 11.73% | 71.03%-59.3pp | 47.35%-35.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $190 | $941-79.8% | $1,691-88.7% | $2,670-92.9% |
| Participant deferral / active EE | $1,201 | $1,695-29.2% | $2,831-57.6% | $4,125-70.9% |
| Admin fee / account holder | $2,536 | $1,876+35.2% | $4,112-38.3% | $5,651-55.1% |