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 | $54,504 | $57,281-4.8% | $86,612-37.1% | $75,163-27.5% |
| Participation rate | 20.5% | 63.2%-42.7pp | 71.7%-51.2pp | 67.2%-46.7pp |
| Annual return | 10.69% | 2670.75%-2660.1pp | 591.07%-580.4pp | 160.62%-149.9pp |
| Employer contribution / active EE | $189 | $2,314-91.9% | $3,022-93.8% | $2,670-92.9% |
| Participant deferral / active EE | $1,192 | $3,318-64.1% | $4,438-73.1% | $4,125-71.1% |
| Admin fee / account holder | $3,826 | $4,112-6.9% | $5,614-31.8% | $5,651-32.3% |