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 | $62,169 | $79,944-22.2% | $98,439-36.8% | $75,163-17.3% |
| Participation rate | 32.0% | 70.4%-38.4pp | 75.2%-43.2pp | 67.2%-35.2pp |
| Annual return | 3.23% | 19.75%-16.5pp | 21.16%-17.9pp | 160.62%-157.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,848 | $3,752-50.7% | $4,738-61.0% | $4,125-55.2% |
| Admin fee / account holder | $15,153 | $6,840+121.5% | $8,948+69.4% | $5,651+168.1% |