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 | $100,353 | $57,016+76.0% | $84,966+18.1% | $80,856+24.1% |
| Participation rate | 2.5% | 56.3%-53.8pp | 67.5%-65.0pp | 67.6%-65.1pp |
| Annual return | 10.32% | 21.66%-11.3pp | 66.38%-56.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $837 | $3,110-73.1% | $4,519-81.5% | $4,296-80.5% |
| Admin fee / account holder | $586,958 | $4,980+11685.3% | $6,149+9446.0% | $6,918+8384.5% |