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 3-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 | $31,507 | $159,602-80.3% | $150,045-79.0% | $142,382-77.9% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 10.03% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $425 | $4,961-91.4% | $4,693-90.9% | $4,299-90.1% |
| Participant deferral / active EE | $3,171 | $8,310-61.8% | $7,997-60.3% | $6,507-51.3% |
| Admin fee / account holder | $38,842 | $14,846+161.6% | $13,435+189.1% | $12,624+207.7% |