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 | $24,971 | $62,672-60.2% | $185,117-86.5% | $70,131-64.4% |
| Participation rate | 49.2% | 63.8%-14.6pp | 77.3%-28.1pp | 69.5%-20.4pp |
| Annual return | 11.14% | 40.79%-29.7pp | 40.50%-29.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,393 | $3,272-57.4% | $5,045-72.4% | $3,332-58.2% |
| Admin fee / account holder | $9,545 | $3,932+142.8% | $8,159+17.0% | $4,645+105.5% |