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 | $36,823 | $58,927-37.5% | $76,817-52.1% | $72,985-49.5% |
| Participation rate | 69.4% | 67.3%+2.1pp | 72.1%-2.6pp | 69.5%0pp |
| Annual return | 9.49% | 2305.64%-2296.2pp | 1166.11%-1156.6pp | 81.00%-71.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,368 | $2,690-49.2% | $3,336-59.0% | $3,607-62.1% |
| Admin fee / account holder | $6,260 | $4,013+56.0% | $6,420-2.5% | $5,124+22.2% |