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 | $24,892 | $89,355-72.1% | $141,162-82.4% | $72,985-65.9% |
| Participation rate | 46.3% | 75.1%-28.8pp | 82.5%-36.1pp | 69.5%-23.1pp |
| Annual return | 14.08% | 111.85%-97.8pp | 71.39%-57.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,178 | $5,418-22.9% | $6,709-37.7% | $3,607+15.8% |
| Admin fee / account holder | $17,333 | $5,958+190.9% | $10,261+68.9% | $5,124+238.2% |