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 | $57,711 | $53,516+7.8% | $126,539-54.4% | $84,808-32.0% |
| Participation rate | 25.8% | 58.2%-32.4pp | 69.8%-44.0pp | 68.3%-42.5pp |
| Annual return | 10.62% | 58.34%-47.7pp | 425.95%-415.3pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,730 | $2,671+2.2% | $4,083-33.1% | $4,212-35.2% |
| Admin fee / account holder | $9,742 | $4,497+116.6% | $6,065+60.6% | $7,344+32.7% |