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 | $64,206 | $57,016+12.6% | $84,966-24.4% | $80,856-20.6% |
| Participation rate | 24.5% | 56.3%-31.8pp | 67.5%-43.0pp | 67.6%-43.1pp |
| Annual return | 9.66% | 21.66%-12.0pp | 66.38%-56.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $215 | $1,798-88.1% | $2,727-92.1% | $2,755-92.2% |
| Participant deferral / active EE | $1,114 | $3,110-64.2% | $4,519-75.3% | $4,296-74.1% |
| Admin fee / account holder | $16,957 | $4,980+240.5% | $6,149+175.8% | $6,918+145.1% |