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 | $28,592 | $169,032-83.1% | $129,207-77.9% | $145,922-80.4% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.6%-34.6pp | 80.3%-45.3pp |
| Annual return | 3.45% | 14330.11%-14326.7pp | 9417.33%-9413.9pp | 561.29%-557.8pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,378 | $4,987-32.3% | $4,168-18.9% | $6,688-49.5% |
| Admin fee / account holder | $53,481 | $9,954+437.3% | $7,715+593.2% | $13,397+299.2% |