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 | $38,153 | $62,672-39.1% | $185,117-79.4% | $70,131-45.6% |
| Participation rate | 19.4% | 63.8%-44.4pp | 77.3%-57.9pp | 69.5%-50.2pp |
| Annual return | 8.65% | 40.79%-32.1pp | 40.50%-31.8pp | 73.14%-64.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,159 | $3,272-64.6% | $5,045-77.0% | $3,332-65.2% |
| Admin fee / account holder | $5,843 | $3,932+48.6% | $8,159-28.4% | $4,645+25.8% |