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 | $46,465 | $68,547-32.2% | $120,354-61.4% | $80,856-42.5% |
| Participation rate | 15.1% | 61.6%-46.5pp | 71.9%-56.8pp | 67.6%-52.5pp |
| Annual return | 7.46% | 23.60%-16.1pp | 107.15%-99.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,160 | $3,173-63.5% | $4,991-76.8% | $4,296-73.0% |
| Admin fee / account holder | $2,995 | $5,732-47.8% | $9,423-68.2% | $6,918-56.7% |