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 | $25,160 | $84,233-70.1% | $170,442-85.2% | $70,131-64.1% |
| Participation rate | 62.3% | 70.8%-8.5pp | 83.6%-21.3pp | 69.5%-7.2pp |
| Annual return | 8.16% | 23.06%-14.9pp | 205.93%-197.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,182 | $3,086-61.7% | $4,939-76.1% | $3,332-64.5% |
| Admin fee / account holder | $4,869 | $5,698-14.5% | $13,880-64.9% | $4,645+4.8% |