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 | $26,733 | $81,248-67.1% | $155,509-82.8% | $80,856-66.9% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.6%-41.0pp |
| Annual return | 10.53% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.1pp |
| Employer contribution / active EE | $245 | $3,100-92.1% | $4,672-94.8% | $2,755-91.1% |
| Participant deferral / active EE | $954 | $3,452-72.4% | $5,626-83.0% | $4,296-77.8% |
| Admin fee / account holder | $4,196 | $7,997-47.5% | $15,912-73.6% | $6,918-39.4% |