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 | $46,063 | $74,888-38.5% | $71,209-35.3% | $142,382-67.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 9.18% | 345.14%-336.0pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $349 | $2,854-87.8% | $2,721-87.2% | $4,299-91.9% |
| Participant deferral / active EE | $1,125 | $4,454-74.7% | $4,175-73.1% | $6,507-82.7% |
| Admin fee / account holder | $43,018 | $5,568+672.6% | $5,349+704.3% | $12,624+240.8% |