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 | $39,955 | $45,343-11.9% | $150,298-73.4% | $67,986-41.2% |
| Participation rate | 16.1% | 51.9%-35.8pp | 77.8%-61.7pp | 57.2%-41.1pp |
| Annual return | 11.33% | 33.28%-21.9pp | 62.79%-51.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $194 | $1,462-86.7% | $4,154-95.3% | $2,019-90.4% |
| Participant deferral / active EE | $655 | $2,055-68.1% | $5,453-88.0% | $3,358-80.5% |
| Admin fee / account holder | $11,037 | $2,250+390.6% | $14,116-21.8% | $3,203+244.6% |