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 | $55,885 | $57,281-2.4% | $86,612-35.5% | $75,163-25.6% |
| Participation rate | 28.6% | 63.2%-34.6pp | 71.7%-43.1pp | 67.2%-38.6pp |
| Annual return | 13.21% | 2670.75%-2657.5pp | 591.07%-577.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $851 | $3,318-74.4% | $4,438-80.8% | $4,125-79.4% |
| Admin fee / account holder | $492 | $4,112-88.0% | $5,614-91.2% | $5,651-91.3% |