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 | $51,492 | $65,561-21.5% | $86,188-40.3% | $75,163-31.5% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.0%-27.6pp | 67.2%-25.8pp |
| Annual return | 8.98% | 46.05%-37.1pp | 1168.45%-1159.5pp | 160.62%-151.6pp |
| Employer contribution / active EE | $326 | $1,553-79.0% | $2,380-86.3% | $2,670-87.8% |
| Participant deferral / active EE | $2,172 | $3,024-28.2% | $3,985-45.5% | $4,125-47.3% |
| Admin fee / account holder | $850 | $5,474-84.5% | $6,852-87.6% | $5,651-85.0% |