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 | $38,158 | $63,703-40.1% | $93,063-59.0% | $82,448-53.7% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.1%-28.1pp |
| Annual return | 12.32% | -775.43%+787.7pp | 34.15%-21.8pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,243 | $2,919+11.1% | $3,958-18.1% | $4,139-21.7% |
| Admin fee / account holder | $34,341 | $5,982+474.1% | $6,033+469.2% | $7,234+374.7% |