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 | $39,779 | $109,359-63.6% | $162,163-75.5% | $72,985-45.5% |
| Participation rate | 28.1% | 84.3%-56.1pp | 87.6%-59.4pp | 69.5%-41.4pp |
| Annual return | 16.58% | 25.46%-8.9pp | 115.59%-99.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,751 | $5,481-31.6% | $7,298-48.6% | $3,607+4.0% |
| Admin fee / account holder | $6,690 | $7,972-16.1% | $10,843-38.3% | $5,124+30.5% |