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 | $74,888-72.6% | $71,209-71.2% | $142,382-85.6% |
| Participation rate | 43.5% | 76.2%-32.7pp | 73.8%-30.3pp | 80.1%-36.6pp |
| Annual return | 5.61% | 345.14%-339.5pp | 282.51%-276.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $283 | $2,854-90.1% | $2,721-89.6% | $4,299-93.4% |
| Participant deferral / active EE | $1,107 | $4,454-75.1% | $4,175-73.5% | $6,507-83.0% |
| Admin fee / account holder | $17,179 | $5,568+208.5% | $5,349+221.2% | $12,624+36.1% |