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 9-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 | $38,139 | $58,879-35.2% | $178,490-78.6% | $73,488-48.1% |
| Participation rate | 14.6% | 66.2%-51.7pp | 81.9%-67.4pp | 70.7%-56.1pp |
| Annual return | 3.17% | 24.86%-21.7pp | 151.07%-147.9pp | 28.51%-25.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,169 | $2,567-54.5% | $5,202-77.5% | $3,740-68.7% |
| Admin fee / account holder | $2,083 | $400+420.4% | $13,984-85.1% | $513+306.0% |