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 | $37,356 | $77,314-51.7% | $177,989-79.0% | $80,856-53.8% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.6%-5.6pp |
| Annual return | 9.05% | 18.09%-9.0pp | 294.48%-285.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,175 | $4,411-28.0% | $6,276-49.4% | $4,296-26.1% |
| Admin fee / account holder | $9,748 | $7,191+35.6% | $10,363-5.9% | $6,918+40.9% |