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 | $42,814 | $68,547-37.5% | $120,354-64.4% | $80,856-47.0% |
| Participation rate | 26.3% | 61.6%-35.3pp | 71.9%-45.6pp | 67.6%-41.3pp |
| Annual return | 8.57% | 23.60%-15.0pp | 107.15%-98.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,271 | $3,173-60.0% | $4,991-74.5% | $4,296-70.4% |
| Admin fee / account holder | $9,855 | $5,732+71.9% | $9,423+4.6% | $6,918+42.5% |