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 | $36,266 | $70,428-48.5% | $96,562-62.4% | $85,850-57.8% |
| Participation rate | 40.5% | 61.8%-21.3pp | 69.8%-29.3pp | 69.3%-28.8pp |
| Annual return | 8.10% | 18.59%-10.5pp | 37.78%-29.7pp | 318.53%-310.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,397 | $2,894-51.7% | $3,849-63.7% | $3,952-64.7% |
| Admin fee / account holder | $5,409 | $4,997+8.3% | $6,181-12.5% | $6,260-13.6% |