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 | $40,246 | $86,891-53.7% | $142,449-71.7% | $75,163-46.5% |
| Participation rate | 52.4% | 68.5%-16.1pp | 76.8%-24.4pp | 67.2%-14.8pp |
| Annual return | 9.61% | 23.31%-13.7pp | 19.99%-10.4pp | 160.62%-151.0pp |
| Employer contribution / active EE | $375 | $3,355-88.8% | $4,847-92.3% | $2,670-86.0% |
| Participant deferral / active EE | $2,683 | $4,938-45.7% | $6,283-57.3% | $4,125-35.0% |
| Admin fee / account holder | $6,092 | $7,299-16.5% | $10,011-39.1% | $5,651+7.8% |