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 | $18,513 | $177,572-89.6% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 3.91% | 65.07%-61.2pp | 58.88%-55.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $518 | $4,810-89.2% | $4,305-88.0% | $4,299-88.0% |
| Participant deferral / active EE | $1,949 | $6,272-68.9% | $5,540-64.8% | $6,507-70.0% |
| Admin fee / account holder | $55,503 | $16,786+230.7% | $14,329+287.3% | $12,624+339.7% |