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 | $18,266 | $96,305-81.0% | $80,569-77.3% | $139,434-86.9% |
| Participation rate | 30.4% | 73.6%-43.2pp | 67.0%-36.6pp | 80.3%-49.9pp |
| Annual return | 3.33% | 1350.08%-1346.8pp | 935.43%-932.1pp | 372.94%-369.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,859 | $5,232-64.5% | $4,447-58.2% | $6,710-72.3% |
| Admin fee / account holder | $10,959 | $6,599+66.1% | $5,377+103.8% | $11,403-3.9% |