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 | $58,185 | $88,710-34.4% | $81,783-28.9% | $145,959-60.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 6.02% | 1027.26%-1021.2pp | 775.05%-769.0pp | 561.95%-555.9pp |
| Employer contribution / active EE | $226 | $3,083-92.7% | $2,913-92.2% | $4,661-95.2% |
| Participant deferral / active EE | $3,670 | $4,645-21.0% | $4,320-15.1% | $6,689-45.1% |
| Admin fee / account holder | $39,928 | $8,407+374.9% | $7,380+441.0% | $13,398+198.0% |