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 8-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 | $34,357 | $169,032-79.7% | $129,207-73.4% | $145,922-76.5% |
| Participation rate | 23.1% | 76.4%-53.4pp | 69.6%-46.5pp | 80.3%-57.2pp |
| Annual return | 6.04% | 14330.11%-14324.1pp | 9417.33%-9411.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,070 | $4,987-38.4% | $4,168-26.3% | $6,688-54.1% |
| Admin fee / account holder | $34,277 | $9,954+244.3% | $7,715+344.3% | $13,397+155.9% |