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 | $60,123 | $44,960+33.7% | $84,966-29.2% | $74,495-19.3% |
| Participation rate | 25.1% | 49.4%-24.2pp | 67.5%-42.4pp | 67.2%-42.1pp |
| Annual return | 10.59% | 26.24%-15.6pp | 66.38%-55.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $207 | $1,457-85.8% | $2,727-92.4% | $2,623-92.1% |
| Participant deferral / active EE | $2,057 | $2,731-24.7% | $4,519-54.5% | $4,346-52.7% |
| Admin fee / account holder | $25,915 | $2,209+1073.1% | $6,149+321.5% | $1,942+1234.7% |