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 | $41,000 | $49,173-16.6% | $121,098-66.1% | $75,163-45.5% |
| Participation rate | 42.2% | 55.4%-13.2pp | 69.5%-27.3pp | 67.2%-25.0pp |
| Annual return | 9.07% | 55.99%-46.9pp | 985.75%-976.7pp | 160.62%-151.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,411 | $2,628-46.3% | $4,080-65.4% | $4,125-65.8% |
| Admin fee / account holder | $16,463 | $3,942+317.7% | $5,644+191.7% | $5,651+191.3% |