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 5-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 | $15,551 | $102,604-84.8% | $86,188-82.0% | $139,434-88.8% |
| Participation rate | 18.2% | 74.5%-56.3pp | 69.0%-50.8pp | 80.3%-62.1pp |
| Annual return | 7.91% | 1922.51%-1914.6pp | 1168.45%-1160.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,202 | $4,676-74.3% | $3,985-69.9% | $6,710-82.1% |
| Admin fee / account holder | $2,116 | $8,657-75.6% | $6,852-69.1% | $11,403-81.4% |