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 | $69,663 | $58,208+19.7% | $81,812-14.8% | $80,856-13.8% |
| Participation rate | 27.7% | 63.4%-35.8pp | 72.3%-44.7pp | 67.6%-40.0pp |
| Annual return | 8.22% | 41.66%-33.4pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $136 | $2,340-94.2% | $2,912-95.3% | $2,755-95.0% |
| Participant deferral / active EE | $2,982 | $3,281-9.1% | $4,319-30.9% | $4,296-30.6% |
| Admin fee / account holder | $26,000 | $4,981+422.0% | $7,386+252.0% | $6,918+275.8% |