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 | $24,158 | $56,060-56.9% | $76,002-68.2% | $80,874-70.1% |
| Participation rate | 39.5% | 62.0%-22.5pp | 69.1%-29.5pp | 67.6%-28.1pp |
| Annual return | 9.34% | 20.54%-11.2pp | 360.07%-350.7pp | 35.62%-26.3pp |
| Employer contribution / active EE | $117 | $1,873-93.8% | $2,688-95.7% | $2,756-95.8% |
| Participant deferral / active EE | $1,909 | $3,051-37.4% | $4,257-55.1% | $4,297-55.6% |
| Admin fee / account holder | $19,428 | $5,237+271.0% | $6,414+202.9% | $6,935+180.1% |