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 | $31,277 | $71,057-56.0% | $93,654-66.6% | $80,874-61.3% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.6%-39.3pp |
| Annual return | 7.74% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $247 | $1,564-84.2% | $2,421-89.8% | $2,756-91.0% |
| Participant deferral / active EE | $1,311 | $4,034-67.5% | $4,413-70.3% | $4,297-69.5% |
| Admin fee / account holder | $975 | $6,944-86.0% | $8,282-88.2% | $6,935-85.9% |