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 | $62,444 | $92,798-32.7% | $96,707-35.4% | $137,256-54.5% |
| Participation rate | 35.7% | 81.6%-45.9pp | 80.4%-44.6pp | 80.0%-44.2pp |
| Annual return | 11.72% | 31.24%-19.5pp | 34.78%-23.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,792 | $5,877-52.5% | $5,997-53.4% | $6,407-56.4% |
| Admin fee / account holder | $23,214 | $7,946+192.2% | $7,503+209.4% | $12,270+89.2% |