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 | $18,157 | $65,409-72.2% | $98,442-81.6% | $85,850-78.8% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.3%-38.3pp |
| Annual return | 8.11% | 21.76%-13.6pp | 1492.73%-1484.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $101 | $2,168-95.3% | $2,960-96.6% | $2,565-96.1% |
| Participant deferral / active EE | $1,163 | $3,166-63.3% | $4,276-72.8% | $3,952-70.6% |
| Admin fee / account holder | $5,816 | $4,593+26.6% | $5,949-2.2% | $6,260-7.1% |