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 | $28,657 | $56,060-48.9% | $76,002-62.3% | $80,874-64.6% |
| Participation rate | 32.6% | 62.0%-29.5pp | 69.1%-36.5pp | 67.6%-35.1pp |
| Annual return | 8.11% | 20.54%-12.4pp | 360.07%-352.0pp | 35.62%-27.5pp |
| Employer contribution / active EE | $211 | $1,873-88.8% | $2,688-92.2% | $2,756-92.4% |
| Participant deferral / active EE | $1,285 | $3,051-57.9% | $4,257-69.8% | $4,297-70.1% |
| Admin fee / account holder | $2,897 | $5,237-44.7% | $6,414-54.8% | $6,935-58.2% |