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 | $36,875 | $48,076-23.3% | $78,689-53.1% | $62,891-41.4% |
| Participation rate | 43.8% | 65.2%-21.5pp | 73.6%-29.8pp | 69.3%-25.6pp |
| Annual return | 2.46% | 31.35%-28.9pp | 62.18%-59.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,293 | $2,588+104.5% | $3,517+50.5% | $3,203+65.2% |
| Admin fee / account holder | $2,443 | $3,207-23.8% | $4,510-45.8% | $4,296-43.1% |