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 | $23,460 | $85,766-72.6% | $136,294-82.8% | $70,131-66.5% |
| Participation rate | 48.6% | 74.2%-25.6pp | 81.9%-33.3pp | 69.5%-21.0pp |
| Annual return | 13.22% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,249 | $5,051-55.5% | $6,247-64.0% | $3,332-32.5% |
| Admin fee / account holder | $862 | $5,420-84.1% | $9,243-90.7% | $4,645-81.4% |