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 | $36,770 | $72,400-49.2% | $67,502-45.5% | $145,922-74.8% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 2.42% | 7182.46%-7180.0pp | 3512.12%-3509.7pp | 561.29%-558.9pp |
| Employer contribution / active EE | $160 | $3,069-94.8% | $2,731-94.1% | $4,660-96.6% |
| Participant deferral / active EE | $1,494 | $4,783-68.8% | $4,000-62.7% | $6,688-77.7% |
| Admin fee / account holder | $10,407 | $5,539+87.9% | $3,998+160.3% | $13,397-22.3% |