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 | $23,736 | $45,035-47.3% | $62,995-62.3% | $70,131-66.2% |
| Participation rate | 14.8% | 69.5%-54.8pp | 74.8%-60.1pp | 69.5%-54.8pp |
| Annual return | 8.90% | 18.76%-9.9pp | 87.57%-78.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $881 | $2,465-64.2% | $3,329-73.5% | $3,332-73.5% |
| Admin fee / account holder | $35,771 | $2,834+1162.1% | $3,600+893.6% | $4,645+670.0% |