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 | $51,347 | $112,881-54.5% | $90,951-43.5% | $158,922-67.7% |
| Participation rate | 52.2% | 74.7%-22.6pp | 69.0%-16.8pp | 82.0%-29.8pp |
| Annual return | 2.92% | 215.79%-212.9pp | 134.60%-131.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $25 | $2,893-99.1% | $2,122-98.8% | $4,761-99.5% |
| Participant deferral / active EE | $2,535 | $4,128-38.6% | $3,373-24.8% | $5,982-57.6% |
| Admin fee / account holder | $5,503 | $8,041-31.6% | $5,959-7.7% | $11,246-51.1% |