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 | $29,319+64.2% | $52,425-8.2% | $82,448-41.6% |
| Participation rate | 19.7% | 46.9%-27.2pp | 55.6%-35.9pp | 68.1%-48.4pp |
| Annual return | 14.36% | 535.20%-520.8pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $342 | $1,171-70.8% | $1,790-80.9% | $4,139-91.7% |
| Admin fee / account holder | $9,176 | $1,962+367.7% | $2,495+267.8% | $7,234+26.8% |