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 | $65,796 | $65,395+0.6% | $182,532-64.0% | $72,985-9.8% |
| Participation rate | 42.0% | 65.4%-23.4pp | 78.0%-36.0pp | 69.5%-27.5pp |
| Annual return | 15.51% | 27.68%-12.2pp | 148.54%-133.0pp | 81.00%-65.5pp |
| Employer contribution / active EE | $279 | $1,911-85.4% | $4,076-93.2% | $2,440-88.6% |
| Participant deferral / active EE | $2,267 | $3,563-36.4% | $5,524-59.0% | $3,607-37.2% |
| Admin fee / account holder | $363 | $4,245-91.5% | $8,592-95.8% | $5,124-92.9% |