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 | $47,488 | $99,652-52.3% | $78,778-39.7% | $147,584-67.8% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | 5.24% | 47.28%-42.0pp | 35.62%-30.4pp | 578.55%-573.3pp |
| Employer contribution / active EE | $203 | $2,796-92.7% | $1,986-89.8% | $4,876-95.8% |
| Participant deferral / active EE | $1,014 | $3,664-72.3% | $2,958-65.7% | $5,439-81.4% |
| Admin fee / account holder | $18,593 | $7,155+159.8% | $5,134+262.2% | $10,885+70.8% |