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 | $45,070 | $70,587-36.2% | $124,672-63.8% | $85,850-47.5% |
| Participation rate | 63.6% | 64.4%-0.8pp | 74.6%-11.0pp | 69.3%-5.7pp |
| Annual return | 10.70% | 20688.83%-20678.1pp | 5142.93%-5132.2pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,485 | $2,969-16.3% | $4,614-46.1% | $3,952-37.1% |
| Admin fee / account holder | $3,429 | $5,282-35.1% | $7,493-54.2% | $6,260-45.2% |