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 | $43,385 | $57,590-24.7% | $86,233-49.7% | $82,448-47.4% |
| Participation rate | 62.5% | 57.9%+4.6pp | 69.0%-6.5pp | 68.1%-5.6pp |
| Annual return | 12.78% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.9pp |
| Employer contribution / active EE | $113 | $1,655-93.2% | $2,504-95.5% | $2,551-95.6% |
| Participant deferral / active EE | $8,815 | $3,080+186.2% | $4,559+93.4% | $4,139+113.0% |
| Admin fee / account holder | $2,786 | $4,730-41.1% | $8,342-66.6% | $7,234-61.5% |