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 | $32,825 | $65,561-49.9% | $86,188-61.9% | $75,163-56.3% |
| Participation rate | 54.2% | 60.5%-6.3pp | 69.0%-14.8pp | 67.2%-13.0pp |
| Annual return | 7.19% | 46.05%-38.9pp | 1168.45%-1161.3pp | 160.62%-153.4pp |
| Employer contribution / active EE | $178 | $1,553-88.5% | $2,380-92.5% | $2,670-93.3% |
| Participant deferral / active EE | $2,581 | $3,024-14.6% | $3,985-35.2% | $4,125-37.4% |
| Admin fee / account holder | $2,537 | $5,474-53.7% | $6,852-63.0% | $5,651-55.1% |