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 | $9,656 | $48,230-80.0% | $67,502-85.7% | $80,856-88.1% |
| Participation rate | 40.0% | 66.4%-26.4pp | 72.9%-32.9pp | 67.6%-27.6pp |
| Annual return | 3.96% | 18.28%-14.3pp | 3512.12%-3508.2pp | 35.59%-31.6pp |
| Employer contribution / active EE | $145 | $2,020-92.8% | $2,731-94.7% | $2,755-94.8% |
| Participant deferral / active EE | $1,006 | $2,924-65.6% | $4,000-74.8% | $4,296-76.6% |
| Admin fee / account holder | $13,538 | $3,681+267.8% | $3,998+238.7% | $6,918+95.7% |