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 | $31,919 | $102,317-68.8% | $146,958-78.3% | $80,856-60.5% |
| Participation rate | 46.7% | 75.8%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 7.87% | 134.76%-126.9pp | 418.34%-410.5pp | 35.59%-27.7pp |
| Employer contribution / active EE | $796 | $3,713-78.6% | $4,933-83.9% | $2,755-71.1% |
| Participant deferral / active EE | $2,632 | $6,644-60.4% | $8,070-67.4% | $4,296-38.7% |
| Admin fee / account holder | $1,494 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |