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 | $23,293 | $81,248-71.3% | $155,509-85.0% | $80,856-71.2% |
| Participation rate | 36.5% | 66.2%-29.7pp | 78.2%-41.7pp | 67.6%-31.1pp |
| Annual return | 7.96% | 33.31%-25.3pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $377 | $3,100-87.8% | $4,672-91.9% | $2,755-86.3% |
| Participant deferral / active EE | $1,309 | $3,452-62.1% | $5,626-76.7% | $4,296-69.5% |
| Admin fee / account holder | $2,021 | $7,997-74.7% | $15,912-87.3% | $6,918-70.8% |