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 | $49,452 | $77,314-36.0% | $177,989-72.2% | $80,856-38.8% |
| Participation rate | 46.5% | 65.7%-19.2pp | 77.1%-30.6pp | 67.6%-21.2pp |
| Annual return | 8.31% | 18.09%-9.8pp | 294.48%-286.2pp | 35.59%-27.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,753 | $4,411-60.2% | $6,276-72.1% | $4,296-59.2% |
| Admin fee / account holder | $27,265 | $7,191+279.2% | $10,363+163.1% | $6,918+294.1% |