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 | $50,939 | $52,903-3.7% | $73,307-30.5% | $59,632-14.6% |
| Participation rate | 48.3% | 68.2%-20.0pp | 74.9%-26.6pp | 68.7%-20.4pp |
| Annual return | -2.67% | 12.20%-14.9pp | 5.67%-8.3pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,406 | $4,069+57.4% | $4,991+28.3% | $3,192+100.7% |
| Admin fee / account holder | $14,021 | $3,834+265.7% | $5,637+148.7% | $4,297+226.3% |