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 | $27,335 | $117,841-76.8% | $102,423-73.3% | $145,922-81.3% |
| Participation rate | 41.2% | 78.6%-37.4pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 6.30% | 31.65%-25.3pp | 29.32%-23.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $785 | $3,615-78.3% | $3,023-74.0% | $4,660-83.1% |
| Participant deferral / active EE | $2,305 | $5,731-59.8% | $5,053-54.4% | $6,688-65.5% |
| Admin fee / account holder | $38,390 | $13,326+188.1% | $9,451+306.2% | $13,397+186.6% |