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 | $37,351 | $65,561-43.0% | $86,188-56.7% | $75,163-50.3% |
| Participation rate | 53.5% | 60.5%-7.0pp | 69.0%-15.5pp | 67.2%-13.7pp |
| Annual return | 4.67% | 46.05%-41.4pp | 1168.45%-1163.8pp | 160.62%-155.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,267 | $3,024-58.1% | $3,985-68.2% | $4,125-69.3% |
| Admin fee / account holder | $9,879 | $5,474+80.5% | $6,852+44.2% | $5,651+74.8% |