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 | $43,675 | $48,230-9.4% | $67,502-35.3% | $80,856-46.0% |
| Participation rate | 30.3% | 66.4%-36.1pp | 72.9%-42.6pp | 67.6%-37.3pp |
| Annual return | 11.04% | 18.28%-7.2pp | 3512.12%-3501.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $258 | $2,020-87.2% | $2,731-90.6% | $2,755-90.6% |
| Participant deferral / active EE | $1,429 | $2,924-51.1% | $4,000-64.3% | $4,296-66.7% |
| Admin fee / account holder | $4,779 | $3,681+29.8% | $3,998+19.5% | $6,918-30.9% |