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 | $38,389 | $65,561-41.4% | $86,188-55.5% | $75,163-48.9% |
| Participation rate | 64.7% | 60.5%+4.2pp | 69.0%-4.3pp | 67.2%-2.5pp |
| Annual return | 11.08% | 46.05%-35.0pp | 1168.45%-1157.4pp | 160.62%-149.5pp |
| Employer contribution / active EE | $336 | $1,553-78.4% | $2,380-85.9% | $2,670-87.4% |
| Participant deferral / active EE | $2,071 | $3,024-31.5% | $3,985-48.0% | $4,125-49.8% |
| Admin fee / account holder | $3,088 | $5,474-43.6% | $6,852-54.9% | $5,651-45.4% |