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 | $20,396 | $51,638-60.5% | $68,368-70.2% | $82,448-75.3% |
| Participation rate | 26.3% | 63.6%-37.3pp | 73.8%-47.4pp | 68.1%-41.8pp |
| Annual return | 11.67% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $248 | $2,047-87.9% | $2,649-90.6% | $2,551-90.3% |
| Participant deferral / active EE | $1,017 | $2,914-65.1% | $4,123-75.3% | $4,139-75.4% |
| Admin fee / account holder | $3,829 | $4,643-17.5% | $5,150-25.6% | $7,234-47.1% |