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 | $26,562 | $57,281-53.6% | $86,612-69.3% | $75,163-64.7% |
| Participation rate | 35.3% | 63.2%-27.9pp | 71.7%-36.4pp | 67.2%-31.9pp |
| Annual return | 12.34% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.3pp |
| Employer contribution / active EE | $244 | $2,314-89.4% | $3,022-91.9% | $2,670-90.8% |
| Participant deferral / active EE | $1,032 | $3,318-68.9% | $4,438-76.7% | $4,125-75.0% |
| Admin fee / account holder | $16,502 | $4,112+301.3% | $5,614+193.9% | $5,651+192.0% |