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 5-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 | $20,018 | $117,983-83.0% | $101,794-80.3% | $142,382-85.9% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.2%-33.5pp | 80.1%-44.4pp |
| Annual return | 7.22% | 36.92%-29.7pp | 30.53%-23.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,363 | $4,714-49.9% | $4,084-42.1% | $6,507-63.7% |
| Admin fee / account holder | $1,247 | $10,433-88.1% | $8,777-85.8% | $12,624-90.1% |