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 | $52,462 | $54,573-3.9% | $90,951-42.3% | $73,488-28.6% |
| Participation rate | 47.7% | 61.2%-13.5pp | 69.0%-21.3pp | 70.7%-23.0pp |
| Annual return | 5.05% | 16.69%-11.6pp | 134.60%-129.5pp | 28.51%-23.5pp |
| Employer contribution / active EE | $62 | $991-93.7% | $2,122-97.1% | $2,270-97.3% |
| Participant deferral / active EE | $1,743 | $2,517-30.7% | $3,373-48.3% | $3,740-53.4% |
| Admin fee / account holder | $4,580 | $521+778.3% | $5,959-23.1% | $513+792.6% |