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 | $49,401 | $109,413-54.8% | $156,263-68.4% | $84,808-41.7% |
| Participation rate | 44.8% | 72.7%-27.9pp | 78.9%-34.1pp | 68.3%-23.5pp |
| Annual return | 9.87% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,640 | $4,590-42.5% | $6,158-57.1% | $4,212-37.3% |
| Admin fee / account holder | $43,154 | $9,357+361.2% | $14,255+202.7% | $7,344+487.6% |