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 | $47,277 | $109,881-57.0% | $150,045-68.5% | $84,808-44.3% |
| Participation rate | 41.7% | 76.1%-34.4pp | 82.3%-40.7pp | 68.3%-26.6pp |
| Annual return | 10.00% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,268 | $6,636-50.8% | $7,997-59.1% | $4,212-22.4% |
| Admin fee / account holder | $42,502 | $8,568+396.1% | $13,435+216.4% | $7,344+478.7% |