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 | $48,031 | $63,346-24.2% | $92,233-47.9% | $70,131-31.5% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 4.36% | 530.12%-525.8pp | 176.28%-171.9pp | 73.14%-68.8pp |
| Employer contribution / active EE | $295 | $2,471-88.1% | $3,679-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $2,260 | $2,854-20.8% | $3,897-42.0% | $3,332-32.2% |
| Admin fee / account holder | $13,882 | $3,840+261.5% | $5,194+167.3% | $4,645+198.8% |