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 | $34,070 | $79,944-57.4% | $98,439-65.4% | $75,163-54.7% |
| Participation rate | 54.8% | 70.4%-15.5pp | 75.2%-20.3pp | 67.2%-12.4pp |
| Annual return | 11.65% | 19.75%-8.1pp | 21.16%-9.5pp | 160.62%-149.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,588 | $3,752-57.7% | $4,738-66.5% | $4,125-61.5% |
| Admin fee / account holder | $23,629 | $6,840+245.5% | $8,948+164.1% | $5,651+318.1% |