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 | $58,637 | $80,753-27.4% | $136,294-57.0% | $62,292-5.9% |
| Participation rate | 42.9% | 73.5%-30.7pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 14.23% | 35.83%-21.6pp | 5155.94%-5141.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2 | $2,884-99.9% | $4,695-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $3,502 | $5,164-32.2% | $6,247-43.9% | $3,169+10.5% |
| Admin fee / account holder | $2,348 | $525+347.0% | $9,243-74.6% | $479+389.9% |