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 | $30,178 | $52,279-42.3% | $89,391-66.2% | $79,858-62.2% |
| Participation rate | 37.5% | 57.5%-20.0pp | 68.0%-30.5pp | 69.6%-32.1pp |
| Annual return | 8.30% | 22.16%-13.9pp | 245.62%-237.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $2,740-21.0% | $3,890-44.3% | $3,740-42.1% |
| Admin fee / account holder | $10,911 | $3,356+225.1% | $4,881+123.5% | $5,306+105.6% |