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 | $48,796 | $58,694-16.9% | $142,863-65.8% | $85,850-43.2% |
| Participation rate | 35.7% | 58.5%-22.8pp | 71.9%-36.2pp | 69.3%-33.6pp |
| Annual return | 11.23% | 27.72%-16.5pp | 5637.54%-5626.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,612 | $2,607-38.2% | $3,837-58.0% | $3,952-59.2% |
| Admin fee / account holder | $3,403 | $4,239-19.7% | $6,560-48.1% | $6,260-45.6% |