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 | $56,031 | $76,670-26.9% | $96,683-42.0% | $71,457-21.6% |
| Participation rate | 47.8% | 66.6%-18.8pp | 74.3%-26.6pp | 67.9%-20.1pp |
| Annual return | 12.84% | 48.29%-35.5pp | 35.69%-22.9pp | 28.85%-16.0pp |
| Employer contribution / active EE | $205 | $3,031-93.2% | $3,737-94.5% | $2,588-92.1% |
| Participant deferral / active EE | $1,753 | $3,771-53.5% | $4,878-64.1% | $4,289-59.1% |
| Admin fee / account holder | $16,513 | $2,028+714.1% | $6,730+145.4% | $1,587+940.3% |