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 | $50,279 | $87,540-42.6% | $75,781-33.7% | $125,391-59.9% |
| Participation rate | 63.2% | 80.2%-17.0pp | 75.8%-12.7pp | 83.2%-20.0pp |
| Annual return | -4.42% | 13.48%-17.9pp | 9.68%-14.1pp | 282.22%-286.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,937 | $4,229-54.2% | $3,651-46.9% | $5,352-63.8% |
| Admin fee / account holder | $730 | $6,502-88.8% | $5,299-86.2% | $9,540-92.3% |