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 5-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 | $13,385 | $97,744-86.3% | $103,476-87.1% | $145,922-90.8% |
| Participation rate | 21.4% | 81.1%-59.7pp | 80.5%-59.1pp | 80.3%-58.8pp |
| Annual return | 4.20% | 25.41%-21.2pp | 23.90%-19.7pp | 561.29%-557.1pp |
| Employer contribution / active EE | $456 | $4,677-90.3% | $4,672-90.2% | $4,660-90.2% |
| Participant deferral / active EE | $1,962 | $6,603-70.3% | $6,623-70.4% | $6,688-70.7% |
| Admin fee / account holder | $57,642 | $12,515+360.6% | $9,413+512.4% | $13,397+330.3% |