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 | $32,771 | $117,381-72.1% | $99,443-67.0% | $152,861-78.6% |
| Participation rate | 64.7% | 77.5%-12.8pp | 73.8%-9.1pp | 82.4%-17.7pp |
| Annual return | 5.25% | 31.87%-26.6pp | 30.72%-25.5pp | 345.32%-340.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $964 | $4,086-76.4% | $3,619-73.4% | $5,850-83.5% |
| Admin fee / account holder | $1,820 | $7,631-76.2% | $6,250-70.9% | $11,596-84.3% |