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 | $46,529 | $86,929-46.5% | $102,423-54.6% | $80,856-42.5% |
| Participation rate | 34.4% | 72.4%-38.0pp | 76.5%-42.1pp | 67.6%-33.3pp |
| Annual return | 8.49% | 18.88%-10.4pp | 29.32%-20.8pp | 35.59%-27.1pp |
| Employer contribution / active EE | $332 | $2,369-86.0% | $3,023-89.0% | $2,755-87.9% |
| Participant deferral / active EE | $2,063 | $4,118-49.9% | $5,053-59.2% | $4,296-52.0% |
| Admin fee / account holder | $13,879 | $8,049+72.4% | $9,451+46.9% | $6,918+100.6% |