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 | $154,228-79.6% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 10.03% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $425 | $4,804-91.2% | $4,554-90.7% | $4,156-89.8% |
| Participant deferral / active EE | $3,171 | $8,216-61.4% | $7,897-59.8% | $6,407-50.5% |
| Admin fee / account holder | $38,842 | $14,344+170.8% | $13,129+195.8% | $12,270+216.6% |