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 | $48,736 | $57,281-14.9% | $86,612-43.7% | $75,163-35.2% |
| Participation rate | 30.9% | 63.2%-32.3pp | 71.7%-40.8pp | 67.2%-36.3pp |
| Annual return | 9.10% | 2670.75%-2661.6pp | 591.07%-582.0pp | 160.62%-151.5pp |
| Employer contribution / active EE | $248 | $2,314-89.3% | $3,022-91.8% | $2,670-90.7% |
| Participant deferral / active EE | $1,094 | $3,318-67.0% | $4,438-75.3% | $4,125-73.5% |
| Admin fee / account holder | $9,154 | $4,112+122.6% | $5,614+63.1% | $5,651+62.0% |