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 | $44,703 | $117,859-62.1% | $102,438-56.4% | $145,959-69.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.54% | 31.72%-25.2pp | 29.37%-22.8pp | 561.95%-555.4pp |
| Employer contribution / active EE | $595 | $3,615-83.6% | $3,024-80.3% | $4,661-87.2% |
| Participant deferral / active EE | $2,251 | $5,732-60.7% | $5,054-55.5% | $6,689-66.3% |
| Admin fee / account holder | $373 | $13,318-97.2% | $9,448-96.1% | $13,398-97.2% |