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 | $50,785 | $48,230+5.3% | $67,502-24.8% | $80,856-37.2% |
| Participation rate | 32.0% | 66.4%-34.4pp | 72.9%-40.9pp | 67.6%-35.6pp |
| Annual return | 10.68% | 18.28%-7.6pp | 3512.12%-3501.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $269 | $2,020-86.7% | $2,731-90.1% | $2,755-90.2% |
| Participant deferral / active EE | $1,361 | $2,924-53.4% | $4,000-66.0% | $4,296-68.3% |
| Admin fee / account holder | $10,124 | $3,681+175.0% | $3,998+153.3% | $6,918+46.3% |