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 | $81,427 | $104,974-22.4% | $95,585-14.8% | $142,382-42.8% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 3.80% | 210.33%-206.5pp | 38.56%-34.8pp | 217.08%-213.3pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,144 | $4,352-73.7% | $4,023-71.6% | $6,507-82.4% |
| Admin fee / account holder | $44,694 | $6,386+599.9% | $6,127+629.4% | $12,624+254.0% |