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 | $33,504 | $48,076-30.3% | $78,689-57.4% | $62,891-46.7% |
| Participation rate | 31.3% | 65.2%-34.0pp | 73.6%-42.3pp | 69.3%-38.1pp |
| Annual return | 4.17% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $185 | $2,015-90.8% | $2,851-93.5% | $2,281-91.9% |
| Participant deferral / active EE | $1,026 | $2,588-60.4% | $3,517-70.8% | $3,203-68.0% |
| Admin fee / account holder | $8,705 | $3,207+171.4% | $4,510+93.0% | $4,296+102.6% |