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 | $48,533 | $63,703-23.8% | $93,063-47.8% | $82,448-41.1% |
| Participation rate | 39.0% | 63.8%-24.8pp | 72.1%-33.1pp | 68.1%-29.0pp |
| Annual return | 12.64% | -775.43%+788.1pp | 34.15%-21.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $297 | $1,729-82.8% | $2,476-88.0% | $2,551-88.4% |
| Participant deferral / active EE | $1,799 | $2,919-38.4% | $3,958-54.5% | $4,139-56.5% |
| Admin fee / account holder | $10,109 | $5,982+69.0% | $6,033+67.5% | $7,234+39.7% |