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 | $83,345 | $117,841-29.3% | $102,423-18.6% | $145,922-42.9% |
| Participation rate | 29.2% | 78.6%-49.4pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 5.13% | 31.65%-26.5pp | 29.32%-24.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $400 | $3,615-88.9% | $3,023-86.8% | $4,660-91.4% |
| Participant deferral / active EE | $1,997 | $5,731-65.2% | $5,053-60.5% | $6,688-70.1% |
| Admin fee / account holder | $17,927 | $13,326+34.5% | $9,451+89.7% | $13,397+33.8% |