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 | $5,145 | $54,705-90.6% | $71,209-92.8% | $84,808-93.9% |
| Participation rate | 47.1% | 64.1%-17.0pp | 73.8%-26.7pp | 68.3%-21.3pp |
| Annual return | 8.79% | 35.90%-27.1pp | 282.51%-273.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,096 | $3,030-63.8% | $4,175-73.7% | $4,212-74.0% |
| Admin fee / account holder | $4,482 | $4,863-7.8% | $5,349-16.2% | $7,344-39.0% |