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 | $36,217 | $83,902-56.8% | $167,512-78.4% | $84,808-57.3% |
| Participation rate | 36.1% | 66.5%-30.4pp | 77.1%-40.9pp | 68.3%-32.2pp |
| Annual return | 4.75% | 91.55%-86.8pp | 1615.79%-1611.0pp | 40.90%-36.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,155 | $4,442-29.0% | $6,405-50.7% | $4,212-25.1% |
| Admin fee / account holder | $15,330 | $7,915+93.7% | $9,769+56.9% | $7,344+108.7% |