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 | $61,016 | $49,922+22.2% | $80,569-24.3% | $75,163-18.8% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 12.87% | 34.69%-21.8pp | 935.43%-922.6pp | 160.62%-147.7pp |
| Employer contribution / active EE | $108 | $1,698-93.7% | $2,723-96.0% | $2,670-96.0% |
| Participant deferral / active EE | $888 | $2,990-70.3% | $4,447-80.0% | $4,125-78.5% |
| Admin fee / account holder | $2,944 | $3,577-17.7% | $5,377-45.3% | $5,651-47.9% |