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 | $55,251 | $60,124-8.1% | $90,404-38.9% | $79,858-30.8% |
| Participation rate | 46.6% | 65.0%-18.4pp | 72.7%-26.1pp | 69.6%-23.1pp |
| Annual return | 8.28% | 71.94%-63.7pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $168 | $2,068-91.9% | $3,262-94.8% | $2,471-93.2% |
| Participant deferral / active EE | $2,370 | $2,938-19.3% | $3,963-40.2% | $3,740-36.6% |
| Admin fee / account holder | $8,919 | $3,976+124.3% | $5,611+59.0% | $5,306+68.1% |