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 | $47,336 | $57,281-17.4% | $86,612-45.3% | $75,163-37.0% |
| Participation rate | 56.7% | 63.2%-6.5pp | 71.7%-15.0pp | 67.2%-10.5pp |
| Annual return | 11.49% | 2670.75%-2659.3pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,201 | $3,318-63.8% | $4,438-72.9% | $4,125-70.9% |
| Admin fee / account holder | $1,281 | $4,112-68.8% | $5,614-77.2% | $5,651-77.3% |