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 | $36,673 | $57,828-36.6% | $117,039-68.7% | $70,131-47.7% |
| Participation rate | 51.9% | 67.1%-15.3pp | 77.2%-25.3pp | 69.5%-17.7pp |
| Annual return | 10.13% | 17.55%-7.4pp | 18.95%-8.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $435 | $1,816-76.0% | $3,785-88.5% | $2,342-81.4% |
| Participant deferral / active EE | $1,053 | $2,438-56.8% | $3,929-73.2% | $3,332-68.4% |
| Admin fee / account holder | $359 | $3,548-89.9% | $5,974-94.0% | $4,645-92.3% |