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 | $25,533 | $47,848-46.6% | $81,478-68.7% | $70,131-63.6% |
| Participation rate | 29.6% | 58.3%-28.6pp | 68.0%-38.3pp | 69.5%-39.9pp |
| Annual return | 12.25% | 27.25%-15.0pp | 38.78%-26.5pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,154 | $2,453-53.0% | $3,537-67.4% | $3,332-65.4% |
| Admin fee / account holder | $9,128 | $3,145+190.2% | $4,561+100.1% | $4,645+96.5% |