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 | $59,136 | $94,625-37.5% | $116,228-49.1% | $84,808-30.3% |
| Participation rate | 45.5% | 70.4%-25.0pp | 74.6%-29.1pp | 68.3%-22.9pp |
| Annual return | 5.09% | 20.40%-15.3pp | 90.06%-85.0pp | 40.90%-35.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,423 | $3,972-39.0% | $4,953-51.1% | $4,212-42.5% |
| Admin fee / account holder | $41,278 | $10,091+309.1% | $11,989+244.3% | $7,344+462.1% |