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 | $37,927 | $72,492-47.7% | $87,100-56.5% | $72,985-48.0% |
| Participation rate | 32.4% | 72.8%-40.5pp | 76.9%-44.5pp | 69.5%-37.1pp |
| Annual return | 9.37% | 24.46%-15.1pp | 28.19%-18.8pp | 81.00%-71.6pp |
| Employer contribution / active EE | $14 | $1,894-99.3% | $2,521-99.4% | $2,440-99.4% |
| Participant deferral / active EE | $1,493 | $3,270-54.3% | $4,049-63.1% | $3,607-58.6% |
| Admin fee / account holder | $14,811 | $5,055+193.0% | $7,497+97.6% | $5,124+189.0% |