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 | $32,241 | $48,364-33.3% | $71,796-55.1% | $62,891-48.7% |
| Participation rate | 42.9% | 60.6%-17.8pp | 69.1%-26.3pp | 69.3%-26.4pp |
| Annual return | 4.72% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $168 | $1,042-83.8% | $1,924-91.3% | $2,281-92.6% |
| Participant deferral / active EE | $1,994 | $2,091-4.6% | $2,794-28.6% | $3,203-37.7% |
| Admin fee / account holder | $788 | $3,771-79.1% | $4,815-83.6% | $4,296-81.7% |