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 6-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 | $42,401 | $80,717-47.5% | $154,803-72.6% | $84,808-50.0% |
| Participation rate | 16.7% | 66.8%-50.1pp | 78.1%-61.4pp | 68.3%-51.6pp |
| Annual return | 2.13% | 37.96%-35.8pp | 58.88%-56.8pp | 40.90%-38.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,564 | $3,303-22.4% | $5,540-53.7% | $4,212-39.1% |
| Admin fee / account holder | $1,482 | $6,746-78.0% | $14,329-89.7% | $7,344-79.8% |