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 4-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 | $30,211 | $117,983-74.4% | $101,794-70.3% | $142,382-78.8% |
| Participation rate | 9.5% | 74.2%-64.7pp | 69.2%-59.7pp | 80.1%-70.6pp |
| Annual return | 7.59% | 36.92%-29.3pp | 30.53%-22.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $191 | $2,773-93.1% | $2,289-91.7% | $4,299-95.6% |
| Participant deferral / active EE | $1,547 | $4,714-67.2% | $4,084-62.1% | $6,507-76.2% |
| Admin fee / account holder | $47,260 | $10,433+353.0% | $8,777+438.5% | $12,624+274.4% |