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 | $37,624 | $86,929-56.7% | $102,423-63.3% | $80,856-53.5% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.6%-1.6pp |
| Annual return | 9.51% | 18.88%-9.4pp | 29.32%-19.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $612 | $2,369-74.2% | $3,023-79.8% | $2,755-77.8% |
| Participant deferral / active EE | $2,234 | $4,118-45.7% | $5,053-55.8% | $4,296-48.0% |
| Admin fee / account holder | $15,702 | $8,049+95.1% | $9,451+66.1% | $6,918+127.0% |