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 | $38,176 | $78,485-51.4% | $106,213-64.1% | $74,495-48.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 75.3%-19.3pp | 67.2%-11.3pp |
| Annual return | 9.10% | 15.95%-6.8pp | 116.14%-107.0pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,418 | $4,322-44.1% | $5,016-51.8% | $4,346-44.4% |
| Admin fee / account holder | $4,191 | $2,232+87.8% | $11,033-62.0% | $1,942+115.9% |