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 | $58,772 | $73,787-20.3% | $98,716-40.5% | $82,448-28.7% |
| Participation rate | 31.2% | 61.4%-30.2pp | 69.3%-38.1pp | 68.1%-36.9pp |
| Annual return | 11.32% | 18.57%-7.2pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $234 | $1,511-84.5% | $2,279-89.7% | $2,551-90.8% |
| Participant deferral / active EE | $1,927 | $3,081-37.5% | $4,048-52.4% | $4,139-53.5% |
| Admin fee / account holder | $22,300 | $6,500+243.1% | $8,703+156.2% | $7,234+208.3% |