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 | $31,606 | $58,234-45.7% | $81,783-61.4% | $80,874-60.9% |
| Participation rate | 40.0% | 63.4%-23.4pp | 72.4%-32.4pp | 67.6%-27.6pp |
| Annual return | 3.90% | 41.70%-37.8pp | 775.05%-771.1pp | 35.62%-31.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,916 | $3,283-11.2% | $4,320-32.5% | $4,297-32.1% |
| Admin fee / account holder | $5,235 | $4,982+5.1% | $7,380-29.1% | $6,935-24.5% |