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 | $61,981 | $132,634-53.3% | $115,768-46.5% | $137,256-54.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 5.26% | 160.70%-155.4pp | 100.46%-95.2pp | 220.34%-215.1pp |
| Employer contribution / active EE | $163 | $3,360-95.2% | $2,940-94.5% | $4,156-96.1% |
| Participant deferral / active EE | $1,625 | $5,619-71.1% | $4,917-66.9% | $6,407-74.6% |
| Admin fee / account holder | $92,563 | $15,028+515.9% | $12,439+644.1% | $12,270+654.4% |