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 | $20,210 | $81,233-75.1% | $155,567-87.0% | $80,874-75.0% |
| Participation rate | 34.3% | 66.2%-31.9pp | 78.2%-43.9pp | 67.6%-33.4pp |
| Annual return | 9.95% | 33.33%-23.4pp | 64.74%-54.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,690 | $3,452-22.1% | $5,628-52.2% | $4,297-37.4% |
| Admin fee / account holder | $21,522 | $7,998+169.1% | $15,916+35.2% | $6,935+210.3% |