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 | $23,353 | $81,248-71.3% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 31.7% | 66.2%-34.5pp | 78.2%-46.4pp | 67.6%-35.9pp |
| Annual return | 9.37% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $329 | $3,100-89.4% | $4,672-93.0% | $2,755-88.1% |
| Participant deferral / active EE | $1,171 | $3,452-66.1% | $5,626-79.2% | $4,296-72.7% |
| Admin fee / account holder | $12,842 | $7,997+60.6% | $15,912-19.3% | $6,918+85.6% |