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 3-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 | $52,056 | $102,317-49.1% | $146,958-64.6% | $80,856-35.6% |
| Participation rate | 52.7% | 75.8%-23.1pp | 82.2%-29.4pp | 67.6%-14.9pp |
| Annual return | 10.47% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,973 | $6,644-55.2% | $8,070-63.2% | $4,296-30.8% |
| Admin fee / account holder | $10,363 | $7,941+30.5% | $12,998-20.3% | $6,918+49.8% |