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 | $54,210 | $85,202-36.4% | $172,739-68.6% | $72,985-25.7% |
| Participation rate | 21.8% | 70.1%-48.3pp | 82.6%-60.9pp | 69.5%-47.7pp |
| Annual return | 14.25% | 27.32%-13.1pp | 802.84%-788.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $909 | $3,260-72.1% | $5,198-82.5% | $3,607-74.8% |
| Admin fee / account holder | $820 | $5,884-86.1% | $13,954-94.1% | $5,124-84.0% |