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 | $6,133 | $104,974-94.2% | $95,585-93.6% | $142,382-95.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 10.19% | 210.33%-200.1pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $272 | $2,779-90.2% | $2,527-89.2% | $4,299-93.7% |
| Participant deferral / active EE | $6,120 | $4,352+40.6% | $4,023+52.1% | $6,507-6.0% |
| Admin fee / account holder | $39,952 | $6,386+525.6% | $6,127+552.0% | $12,624+216.5% |