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 | $16,195 | $44,960-64.0% | $84,966-80.9% | $74,495-78.3% |
| Participation rate | 20.2% | 49.4%-29.2pp | 67.5%-47.3pp | 67.2%-47.0pp |
| Annual return | 10.10% | 26.24%-16.1pp | 66.38%-56.3pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $110 | $1,457-92.5% | $2,727-96.0% | $2,623-95.8% |
| Participant deferral / active EE | $795 | $2,731-70.9% | $4,519-82.4% | $4,346-81.7% |
| Admin fee / account holder | $1,957 | $2,209-11.4% | $6,149-68.2% | $1,942+0.8% |