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 | $54,391 | $48,230+12.8% | $67,502-19.4% | $80,856-32.7% |
| Participation rate | 29.1% | 66.4%-37.3pp | 72.9%-43.8pp | 67.6%-38.5pp |
| Annual return | 6.93% | 18.28%-11.3pp | 3512.12%-3505.2pp | 35.59%-28.7pp |
| Employer contribution / active EE | $242 | $2,020-88.0% | $2,731-91.1% | $2,755-91.2% |
| Participant deferral / active EE | $1,747 | $2,924-40.2% | $4,000-56.3% | $4,296-59.3% |
| Admin fee / account holder | $1,653 | $3,681-55.1% | $3,998-58.6% | $6,918-76.1% |