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 | $22,217 | $53,127-58.2% | $86,590-74.3% | $70,131-68.3% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.8pp | 69.5%-20.8pp |
| Annual return | 11.76% | 27.66%-15.9pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,366 | $2,696+24.9% | $3,609-6.7% | $3,332+1.0% |
| Admin fee / account holder | $4,339 | $3,585+21.0% | $4,906-11.5% | $4,645-6.6% |