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 | $49,006 | $78,705-37.7% | $117,854-58.4% | $70,131-30.1% |
| Participation rate | 27.5% | 73.2%-45.7pp | 79.7%-52.1pp | 69.5%-42.0pp |
| Annual return | 6.86% | 23.30%-16.4pp | 335.08%-328.2pp | 73.14%-66.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,556 | $3,297-52.8% | $4,482-65.3% | $3,332-53.3% |
| Admin fee / account holder | $4,295 | $5,065-15.2% | $8,020-46.4% | $4,645-7.5% |