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 | $24,379 | $74,888-67.4% | $71,209-65.8% | $142,382-82.9% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 4.01% | 345.14%-341.1pp | 282.51%-278.5pp | 217.08%-213.1pp |
| Employer contribution / active EE | $203 | $2,854-92.9% | $2,721-92.6% | $4,299-95.3% |
| Participant deferral / active EE | $1,558 | $4,454-65.0% | $4,175-62.7% | $6,507-76.1% |
| Admin fee / account holder | $33,298 | $5,568+498.0% | $5,349+522.5% | $12,624+163.8% |