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 | $26,677 | $53,127-49.8% | $86,590-69.2% | $70,131-62.0% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 4.77% | 27.66%-22.9pp | 964.84%-960.1pp | 73.14%-68.4pp |
| Employer contribution / active EE | $35 | $2,068-98.3% | $2,839-98.8% | $2,342-98.5% |
| Participant deferral / active EE | $3,269 | $2,696+21.3% | $3,609-9.4% | $3,332-1.9% |
| Admin fee / account holder | $372 | $3,585-89.6% | $4,906-92.4% | $4,645-92.0% |