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 10-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 | $52,378 | $94,529-44.6% | $140,016-62.6% | $64,186-18.4% |
| Participation rate | 48.4% | 84.1%-35.7pp | 87.5%-39.1pp | 69.6%-21.2pp |
| Annual return | -9.09% | 7.77%-16.9pp | 651.12%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,710 | $5,250+8.8% | $6,927-17.6% | $3,470+64.6% |
| Admin fee / account holder | $2,398 | $6,741-64.4% | $10,705-77.6% | $4,888-50.9% |