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 | $37,808 | $58,927-35.8% | $76,817-50.8% | $72,985-48.2% |
| Participation rate | 50.8% | 67.3%-16.5pp | 72.1%-21.3pp | 69.5%-18.7pp |
| Annual return | 15.86% | 2305.64%-2289.8pp | 1166.11%-1150.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $325 | $1,787-81.8% | $2,302-85.9% | $2,440-86.7% |
| Participant deferral / active EE | $3,241 | $2,690+20.5% | $3,336-2.8% | $3,607-10.2% |
| Admin fee / account holder | $12,445 | $4,013+210.1% | $6,420+93.9% | $5,124+142.9% |