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 | $30,057 | $63,355-52.6% | $91,989-67.3% | $72,985-58.8% |
| Participation rate | 60.7% | 72.5%-11.8pp | 78.6%-17.9pp | 69.5%-8.8pp |
| Annual return | 17.99% | 35.35%-17.4pp | 69.02%-51.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,383 | $4,883-30.7% | $5,923-42.9% | $3,607-6.2% |
| Admin fee / account holder | $11,867 | $4,668+154.2% | $7,743+53.3% | $5,124+131.6% |