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 | $73,563 | $86,922-15.4% | $102,438-28.2% | $80,874-9.0% |
| Participation rate | 33.7% | 72.4%-38.7pp | 76.5%-42.8pp | 67.6%-34.0pp |
| Annual return | 8.50% | 18.90%-10.4pp | 29.37%-20.9pp | 35.62%-27.1pp |
| Employer contribution / active EE | $59 | $2,369-97.5% | $3,024-98.1% | $2,756-97.9% |
| Participant deferral / active EE | $2,532 | $4,119-38.5% | $5,054-49.9% | $4,297-41.1% |
| Admin fee / account holder | $9,246 | $8,050+14.9% | $9,448-2.1% | $6,935+33.3% |