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 | $45,667 | $85,202-46.4% | $172,739-73.6% | $72,985-37.4% |
| Participation rate | 56.5% | 70.1%-13.5pp | 82.6%-26.1pp | 69.5%-13.0pp |
| Annual return | 15.21% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,175 | $3,260-33.3% | $5,198-58.2% | $3,607-39.7% |
| Admin fee / account holder | $8,050 | $5,884+36.8% | $13,954-42.3% | $5,124+57.1% |