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 | $15,856 | $48,230-67.1% | $67,502-76.5% | $80,856-80.4% |
| Participation rate | 40.6% | 66.4%-25.7pp | 72.9%-32.2pp | 67.6%-27.0pp |
| Annual return | 9.38% | 18.28%-8.9pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $307 | $2,020-84.8% | $2,731-88.8% | $2,755-88.9% |
| Participant deferral / active EE | $885 | $2,924-69.7% | $4,000-77.9% | $4,296-79.4% |
| Admin fee / account holder | $345 | $3,681-90.6% | $3,998-91.4% | $6,918-95.0% |