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 | $51,697 | $85,202-39.3% | $172,739-70.1% | $72,985-29.2% |
| Participation rate | 16.7% | 70.1%-53.4pp | 82.6%-66.0pp | 69.5%-52.8pp |
| Annual return | 6.17% | 27.32%-21.1pp | 802.84%-796.7pp | 81.00%-74.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,460 | $3,260-55.2% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $22,077 | $5,884+275.2% | $13,954+58.2% | $5,124+330.8% |