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 4-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 | $84,040 | $176,812-52.5% | $146,665-42.7% | $167,490-49.8% |
| Participation rate | 26.3% | 83.6%-57.3pp | 80.1%-53.8pp | 82.1%-55.8pp |
| Annual return | 4.06% | 24.03%-20.0pp | 22.74%-18.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $947 | $5,160-81.6% | $4,136-77.1% | $4,837-80.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $457,867 | $13,259+3353.2% | $10,280+4354.1% | $12,309+3619.8% |