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 3-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 | $37,050 | $161,352-77.0% | $134,172-72.4% | $137,256-73.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 7.57% | 28.72%-21.1pp | 25.30%-17.7pp | 220.34%-212.8pp |
| Employer contribution / active EE | $128 | $4,099-96.9% | $3,420-96.3% | $4,156-96.9% |
| Participant deferral / active EE | $2,400 | $5,552-56.8% | $4,690-48.8% | $6,407-62.5% |
| Admin fee / account holder | $328 | $15,028-97.8% | $12,016-97.3% | $12,270-97.3% |