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 | $57,201 | $65,561-12.8% | $86,188-33.6% | $75,163-23.9% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.5pp | 67.2%-2.7pp |
| Annual return | 10.05% | 46.05%-36.0pp | 1168.45%-1158.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $84 | $1,553-94.6% | $2,380-96.5% | $2,670-96.9% |
| Participant deferral / active EE | $2,895 | $3,024-4.3% | $3,985-27.4% | $4,125-29.8% |
| Admin fee / account holder | $4,580 | $5,474-16.3% | $6,852-33.2% | $5,651-18.9% |