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 | $44,581 | $27,915+59.7% | $58,482-23.8% | $75,163-40.7% |
| Participation rate | 5.1% | 38.8%-33.7pp | 50.9%-45.7pp | 67.2%-62.1pp |
| Annual return | 10.66% | 44.20%-33.5pp | 4239.32%-4228.7pp | 160.62%-150.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $238 | $1,201-80.2% | $1,924-87.6% | $4,125-94.2% |
| Admin fee / account holder | $1,589 | $1,726-7.9% | $2,516-36.9% | $5,651-71.9% |