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 | $32,275 | $80,717-60.0% | $154,803-79.2% | $84,808-61.9% |
| Participation rate | 34.1% | 66.8%-32.7pp | 78.1%-44.0pp | 68.3%-34.2pp |
| Annual return | 10.28% | 37.96%-27.7pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $142 | $2,761-94.9% | $4,305-96.7% | $2,631-94.6% |
| Participant deferral / active EE | $874 | $3,303-73.6% | $5,540-84.2% | $4,212-79.3% |
| Admin fee / account holder | $23,929 | $6,746+254.7% | $14,329+67.0% | $7,344+225.8% |