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 | $28,204 | $49,173-42.6% | $121,098-76.7% | $75,163-62.5% |
| Participation rate | 34.4% | 55.4%-21.0pp | 69.5%-35.1pp | 67.2%-32.8pp |
| Annual return | 9.59% | 55.99%-46.4pp | 985.75%-976.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $278 | $1,546-82.0% | $4,164-93.3% | $2,670-89.6% |
| Participant deferral / active EE | $1,314 | $2,628-50.0% | $4,080-67.8% | $4,125-68.1% |
| Admin fee / account holder | $25,593 | $3,942+549.3% | $5,644+353.4% | $5,651+352.9% |