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 | $45,646 | $78,705-42.0% | $117,854-61.3% | $70,131-34.9% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 9.86% | 23.30%-13.4pp | 335.08%-325.2pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,769 | $3,297-46.3% | $4,482-60.5% | $3,332-46.9% |
| Admin fee / account holder | $5,739 | $5,065+13.3% | $8,020-28.4% | $4,645+23.6% |