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 | $31,758 | $52,279-39.3% | $89,391-64.5% | $79,858-60.2% |
| Participation rate | 40.5% | 57.5%-17.0pp | 68.0%-27.4pp | 69.6%-29.1pp |
| Annual return | 11.56% | 22.16%-10.6pp | 245.62%-234.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,425 | $2,740+61.5% | $3,890+13.8% | $3,740+18.3% |
| Admin fee / account holder | $10,298 | $3,356+206.8% | $4,881+111.0% | $5,306+94.1% |