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 | $49,437 | $63,346-22.0% | $92,233-46.4% | $70,131-29.5% |
| Participation rate | 38.7% | 68.7%-30.0pp | 76.5%-37.8pp | 69.5%-30.8pp |
| Annual return | 9.09% | 530.12%-521.0pp | 176.28%-167.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,762 | $2,854-38.3% | $3,897-54.8% | $3,332-47.1% |
| Admin fee / account holder | $653 | $3,840-83.0% | $5,194-87.4% | $4,645-85.9% |