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 | $65,605 | $86,929-24.5% | $102,423-35.9% | $80,856-18.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 6.61% | 18.88%-12.3pp | 29.32%-22.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $510 | $2,369-78.5% | $3,023-83.1% | $2,755-81.5% |
| Participant deferral / active EE | $2,544 | $4,118-38.2% | $5,053-49.7% | $4,296-40.8% |
| Admin fee / account holder | $29,137 | $8,049+262.0% | $9,451+208.3% | $6,918+321.2% |