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 | $41,594 | $66,098-37.1% | $101,794-59.1% | $74,304-44.0% |
| Participation rate | 38.4% | 53.8%-15.3pp | 69.2%-30.8pp | 60.3%-21.9pp |
| Annual return | 10.70% | 19.59%-8.9pp | 30.53%-19.8pp | 29.43%-18.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,598 | $2,781-6.6% | $4,084-36.4% | $3,767-31.0% |
| Admin fee / account holder | $11,589 | $4,146+179.5% | $8,777+32.0% | $2,969+290.4% |