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 | $56,219 | $53,127+5.8% | $86,590-35.1% | $70,131-19.8% |
| Participation rate | 40.7% | 65.3%-24.6pp | 73.5%-32.9pp | 69.5%-28.9pp |
| Annual return | 12.48% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $170 | $2,068-91.8% | $2,839-94.0% | $2,342-92.8% |
| Participant deferral / active EE | $1,201 | $2,696-55.4% | $3,609-66.7% | $3,332-63.9% |
| Admin fee / account holder | $2,414 | $3,585-32.7% | $4,906-50.8% | $4,645-48.0% |