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 | $53,020 | $62,327-14.9% | $120,354-55.9% | $74,495-28.8% |
| Participation rate | 31.7% | 56.8%-25.1pp | 71.9%-40.2pp | 67.2%-35.5pp |
| Annual return | 10.70% | 18.61%-7.9pp | 107.15%-96.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,186 | $2,893-59.0% | $4,991-76.2% | $4,346-72.7% |
| Admin fee / account holder | $6,080 | $2,396+153.8% | $9,423-35.5% | $1,942+213.1% |