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 | $34,193 | $29,319+16.6% | $52,425-34.8% | $82,448-58.5% |
| Participation rate | 11.0% | 46.9%-35.9pp | 55.6%-44.6pp | 68.1%-57.1pp |
| Annual return | 2.85% | 535.20%-532.4pp | 302.12%-299.3pp | 41.64%-38.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $458 | $1,171-60.9% | $1,790-74.4% | $4,139-88.9% |
| Admin fee / account holder | $34,183 | $1,962+1642.2% | $2,495+1270.1% | $7,234+372.5% |