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 | $68,508 | $70,669-3.1% | $169,368-59.6% | $75,163-8.9% |
| Participation rate | 41.3% | 64.8%-23.5pp | 77.1%-35.8pp | 67.2%-25.9pp |
| Annual return | 9.17% | 36.36%-27.2pp | 405.60%-396.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $291 | $2,211-86.8% | $4,013-92.7% | $2,670-89.1% |
| Participant deferral / active EE | $1,969 | $4,311-54.3% | $6,221-68.4% | $4,125-52.3% |
| Admin fee / account holder | $9,302 | $5,402+72.2% | $9,003+3.3% | $5,651+64.6% |