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 | $25,414 | $54,705-53.5% | $71,209-64.3% | $84,808-70.0% |
| Participation rate | 17.1% | 64.1%-46.9pp | 73.8%-56.6pp | 68.3%-51.2pp |
| Annual return | 7.53% | 35.90%-28.4pp | 282.51%-275.0pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,345 | $3,030-55.6% | $4,175-67.8% | $4,212-68.1% |
| Admin fee / account holder | $12,826 | $4,863+163.7% | $5,349+139.8% | $7,344+74.7% |