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 6-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 | $41,968 | $98,750-57.5% | $149,696-72.0% | $79,858-47.4% |
| Participation rate | 40.5% | 75.8%-35.3pp | 82.5%-42.0pp | 69.6%-29.2pp |
| Annual return | 8.22% | 27.43%-19.2pp | 276.60%-268.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,689 | $5,680-17.4% | $6,842-31.5% | $3,740+25.4% |
| Admin fee / account holder | $10,683 | $6,053+76.5% | $9,309+14.8% | $5,306+101.3% |