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 | $55,430 | $49,173+12.7% | $121,098-54.2% | $75,163-26.3% |
| Participation rate | 28.1% | 55.4%-27.3pp | 69.5%-41.4pp | 67.2%-39.1pp |
| Annual return | 7.78% | 55.99%-48.2pp | 985.75%-978.0pp | 160.62%-152.8pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,399 | $2,628-8.7% | $4,080-41.2% | $4,125-41.9% |
| Admin fee / account holder | $14,560 | $3,942+269.4% | $5,644+158.0% | $5,651+157.7% |