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 | $49,352 | $72,177-31.6% | $115,037-57.1% | $59,632-17.2% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -2.87% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $373 | $2,841-86.9% | $4,608-91.9% | $2,203-83.1% |
| Participant deferral / active EE | $3,890 | $4,783-18.7% | $6,026-35.4% | $3,192+21.9% |
| Admin fee / account holder | $2,856 | $4,927-42.0% | $8,175-65.1% | $4,297-33.5% |