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 | $67,823 | $78,672-13.8% | $109,143-37.9% | $85,850-21.0% |
| Participation rate | 45.0% | 68.3%-23.3pp | 75.9%-30.9pp | 69.3%-24.3pp |
| Annual return | 9.18% | 25.09%-15.9pp | 25.75%-16.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $486 | $2,735-82.2% | $3,722-86.9% | $2,565-81.1% |
| Participant deferral / active EE | $3,022 | $3,467-12.8% | $4,653-35.0% | $3,952-23.5% |
| Admin fee / account holder | $26,767 | $5,469+389.4% | $6,752+296.4% | $6,260+327.6% |