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 | $70,149 | $101,317-30.8% | $146,958-52.3% | $74,495-5.8% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 10.82% | 8730.91%-8720.1pp | 418.34%-407.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,521 | $7,303-51.8% | $8,070-56.4% | $4,346-19.0% |
| Admin fee / account holder | $11,377 | $1,739+554.3% | $12,998-12.5% | $1,942+485.9% |