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 | $33,414 | $49,915-33.1% | $154,803-78.4% | $74,304-55.0% |
| Participation rate | 46.5% | 54.0%-7.4pp | 78.1%-31.5pp | 60.3%-13.8pp |
| Annual return | 10.55% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,047 | $2,255-53.6% | $5,540-81.1% | $3,767-72.2% |
| Admin fee / account holder | $4,798 | $2,189+119.2% | $14,329-66.5% | $2,969+61.6% |