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 | $31,418 | $59,101-46.8% | $77,163-59.3% | $75,163-58.2% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.6%-22.1pp | 67.2%-19.7pp |
| Annual return | 3.81% | 26.71%-22.9pp | 37.87%-34.1pp | 160.62%-156.8pp |
| Employer contribution / active EE | $397 | $1,995-80.1% | $2,535-84.3% | $2,670-85.1% |
| Participant deferral / active EE | $1,587 | $2,999-47.1% | $3,833-58.6% | $4,125-61.5% |
| Admin fee / account holder | $2,436 | $4,774-49.0% | $5,472-55.5% | $5,651-56.9% |