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 | $63,222 | $102,317-38.2% | $146,958-57.0% | $80,856-21.8% |
| Participation rate | 62.1% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 10.69% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $343 | $3,713-90.8% | $4,933-93.1% | $2,755-87.6% |
| Participant deferral / active EE | $2,742 | $6,644-58.7% | $8,070-66.0% | $4,296-36.2% |
| Admin fee / account holder | $15,410 | $7,941+94.1% | $12,998+18.6% | $6,918+122.8% |