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 | $30,644 | $53,822-43.1% | $75,696-59.5% | $85,850-64.3% |
| Participation rate | 31.6% | 69.1%-37.5pp | 74.8%-43.3pp | 69.3%-37.7pp |
| Annual return | 9.05% | 24.54%-15.5pp | 104.53%-95.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $278 | $2,017-86.2% | $2,743-89.9% | $2,565-89.2% |
| Participant deferral / active EE | $1,864 | $2,895-35.6% | $3,821-51.2% | $3,952-52.8% |
| Admin fee / account holder | $14,688 | $3,343+339.4% | $3,619+305.9% | $6,260+134.6% |