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 | $41,332 | $71,050-41.8% | $93,606-55.8% | $80,856-48.9% |
| Participation rate | 31.2% | 60.4%-29.2pp | 68.7%-37.6pp | 67.6%-36.5pp |
| Annual return | 6.84% | 11.26%-4.4pp | 133.20%-126.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $60 | $1,564-96.1% | $2,420-97.5% | $2,755-97.8% |
| Participant deferral / active EE | $1,244 | $4,034-69.2% | $4,411-71.8% | $4,296-71.0% |
| Admin fee / account holder | $2,074 | $6,945-70.1% | $8,285-75.0% | $6,918-70.0% |