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 6-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 | $30,597 | $80,717-62.1% | $154,803-80.2% | $84,808-63.9% |
| Participation rate | 10.9% | 66.8%-55.9pp | 78.1%-67.2pp | 68.3%-57.4pp |
| Annual return | 6.57% | 37.96%-31.4pp | 58.88%-52.3pp | 40.90%-34.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,006 | $3,303-69.5% | $5,540-81.8% | $4,212-76.1% |
| Admin fee / account holder | $4,667 | $6,746-30.8% | $14,329-67.4% | $7,344-36.5% |