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 | $42,319 | $71,516-40.8% | $98,439-57.0% | $71,457-40.8% |
| Participation rate | 40.4% | 72.7%-32.3pp | 75.2%-34.8pp | 67.9%-27.6pp |
| Annual return | 9.28% | 32.41%-23.1pp | 21.16%-11.9pp | 28.85%-19.6pp |
| Employer contribution / active EE | $435 | $2,399-81.8% | $3,048-85.7% | $2,588-83.2% |
| Participant deferral / active EE | $2,774 | $4,109-32.5% | $4,738-41.4% | $4,289-35.3% |
| Admin fee / account holder | $31,803 | $1,675+1798.9% | $8,948+255.4% | $1,587+1903.6% |