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 | $29,691 | $56,053-47.0% | $75,972-60.9% | $80,856-63.3% |
| Participation rate | 64.6% | 62.0%+2.6pp | 69.1%-4.4pp | 67.6%-3.0pp |
| Annual return | 9.65% | 20.53%-10.9pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $345 | $1,874-81.6% | $2,685-87.1% | $2,755-87.5% |
| Participant deferral / active EE | $1,720 | $3,052-43.6% | $4,255-59.6% | $4,296-60.0% |
| Admin fee / account holder | $1,897 | $5,234-63.8% | $6,467-70.7% | $6,918-72.6% |