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 | $32,159 | $54,541-41.0% | $78,778-59.2% | $70,131-54.1% |
| Participation rate | 27.5% | 60.8%-33.3pp | 69.2%-41.7pp | 69.5%-42.0pp |
| Annual return | 9.49% | 21.07%-11.6pp | 35.62%-26.1pp | 73.14%-63.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,548 | $2,210-30.0% | $2,958-47.7% | $3,332-53.6% |
| Admin fee / account holder | $568 | $3,709-84.7% | $5,134-88.9% | $4,645-87.8% |