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 | $56,467 | $78,422-28.0% | $95,952-41.2% | $79,858-29.3% |
| Participation rate | 31.6% | 73.5%-41.9pp | 77.1%-45.5pp | 69.6%-38.1pp |
| Annual return | 3.64% | 19.37%-15.7pp | 91.61%-88.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,648 | $3,440+6.0% | $4,167-12.5% | $3,740-2.5% |
| Admin fee / account holder | $16,756 | $5,622+198.0% | $6,795+146.6% | $5,306+215.8% |