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 | $46,783 | $65,561-28.6% | $86,188-45.7% | $75,163-37.8% |
| Participation rate | 26.2% | 60.5%-34.3pp | 69.0%-42.8pp | 67.2%-41.0pp |
| Annual return | 11.24% | 46.05%-34.8pp | 1168.45%-1157.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $292 | $1,553-81.2% | $2,380-87.7% | $2,670-89.1% |
| Participant deferral / active EE | $2,384 | $3,024-21.2% | $3,985-40.2% | $4,125-42.2% |
| Admin fee / account holder | $8,987 | $5,474+64.2% | $6,852+31.2% | $5,651+59.0% |