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 8-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 | $13,600 | $74,888-81.8% | $71,209-80.9% | $142,382-90.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 12.59% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $302 | $2,854-89.4% | $2,721-88.9% | $4,299-93.0% |
| Participant deferral / active EE | $2,032 | $4,454-54.4% | $4,175-51.3% | $6,507-68.8% |
| Admin fee / account holder | $8,276 | $5,568+48.6% | $5,349+54.7% | $12,624-34.4% |