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 | $25,819 | $48,076-46.3% | $78,689-67.2% | $62,891-58.9% |
| Participation rate | 29.8% | 65.2%-35.4pp | 73.6%-43.8pp | 69.3%-39.5pp |
| Annual return | 3.57% | 31.35%-27.8pp | 62.18%-58.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,137 | $2,588+59.9% | $3,517+17.6% | $3,203+29.2% |
| Admin fee / account holder | $5,301 | $3,207+65.3% | $4,510+17.5% | $4,296+23.4% |