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 | $38,957 | $106,749-63.5% | $145,433-73.2% | $82,448-52.7% |
| Participation rate | 47.8% | 75.6%-27.8pp | 82.1%-34.3pp | 68.1%-20.2pp |
| Annual return | 11.21% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,410 | $6,519-47.7% | $7,897-56.8% | $4,139-17.6% |
| Admin fee / account holder | $11,864 | $8,390+41.4% | $13,129-9.6% | $7,234+64.0% |