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 | $40,350 | $65,041-38.0% | $90,951-55.6% | $79,858-49.5% |
| Participation rate | 28.6% | 61.6%-33.0pp | 69.0%-40.4pp | 69.6%-41.1pp |
| Annual return | 3.18% | 30.45%-27.3pp | 134.60%-131.4pp | 31.71%-28.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,863 | $2,512-25.8% | $3,373-44.8% | $3,740-50.2% |
| Admin fee / account holder | $28,892 | $4,536+536.9% | $5,959+384.9% | $5,306+444.5% |