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 | $28,590 | $65,365-56.3% | $92,893-69.2% | $72,985-60.8% |
| Participation rate | 32.0% | 68.3%-36.3pp | 76.0%-44.0pp | 69.5%-37.5pp |
| Annual return | 15.89% | 42.10%-26.2pp | 109.41%-93.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $327 | $2,594-87.4% | $3,653-91.0% | $2,440-86.6% |
| Participant deferral / active EE | $1,308 | $3,128-58.2% | $4,236-69.1% | $3,607-63.7% |
| Admin fee / account holder | $495 | $4,251-88.4% | $5,794-91.5% | $5,124-90.3% |