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 | $48,137 | $30,400+58.3% | $53,898-10.7% | $84,808-43.2% |
| Participation rate | 19.7% | 46.4%-26.7pp | 55.0%-35.3pp | 68.3%-48.6pp |
| Annual return | 14.36% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $342 | $1,199-71.5% | $1,826-81.3% | $4,212-91.9% |
| Admin fee / account holder | $9,176 | $1,993+360.3% | $2,491+268.4% | $7,344+24.9% |