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 | $20,533 | $72,071-71.5% | $68,368-70.0% | $137,256-85.0% |
| Participation rate | 43.5% | 76.2%-32.8pp | 73.8%-30.3pp | 80.0%-36.5pp |
| Annual return | 5.61% | 353.14%-347.5pp | 292.57%-287.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $283 | $2,788-89.8% | $2,649-89.3% | $4,156-93.2% |
| Participant deferral / active EE | $1,107 | $4,410-74.9% | $4,123-73.1% | $6,407-82.7% |
| Admin fee / account holder | $17,179 | $5,336+222.0% | $5,150+233.6% | $12,270+40.0% |