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 7-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 | $31,499 | $59,402-47.0% | $93,654-66.4% | $74,546-57.7% |
| Participation rate | 26.1% | 59.7%-33.6pp | 68.7%-42.7pp | 67.2%-41.2pp |
| Annual return | 6.24% | 81.86%-75.6pp | 133.34%-127.1pp | 1366.03%-1359.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,233 | $3,049+6.0% | $4,413-26.7% | $4,347-25.6% |
| Admin fee / account holder | $8,345 | $3,023+176.1% | $8,282+0.8% | $1,944+329.4% |