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 | $61,233 | $91,190-32.9% | $178,490-65.7% | $79,858-23.3% |
| Participation rate | 32.4% | 69.2%-36.8pp | 81.9%-49.6pp | 69.6%-37.3pp |
| Annual return | 6.01% | 24.19%-18.2pp | 151.07%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,233 | $3,236-31.0% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $36,393 | $6,751+439.1% | $13,984+160.3% | $5,306+585.9% |