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 | $29,971 | $65,703-54.4% | $94,224-68.2% | $59,632-49.7% |
| Participation rate | 34.5% | 72.1%-37.6pp | 78.8%-44.3pp | 68.7%-34.2pp |
| Annual return | -2.81% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $63 | $2,021-96.9% | $3,587-98.2% | $2,203-97.1% |
| Participant deferral / active EE | $1,504 | $3,143-52.1% | $4,320-65.2% | $3,192-52.9% |
| Admin fee / account holder | $8,258 | $4,264+93.6% | $6,269+31.7% | $4,297+92.2% |