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 4-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 | $39,204 | $81,248-51.7% | $155,509-74.8% | $80,856-51.5% |
| Participation rate | 22.1% | 66.2%-44.2pp | 78.2%-56.1pp | 67.6%-45.6pp |
| Annual return | 4.14% | 33.31%-29.2pp | 64.67%-60.5pp | 35.59%-31.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,253 | $3,452-34.7% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $3,121 | $7,997-61.0% | $15,912-80.4% | $6,918-54.9% |