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 | $54,392 | $63,346-14.1% | $92,233-41.0% | $70,131-22.4% |
| Participation rate | 31.4% | 68.7%-37.3pp | 76.5%-45.1pp | 69.5%-38.2pp |
| Annual return | 10.30% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.8pp |
| Employer contribution / active EE | $414 | $2,471-83.3% | $3,679-88.8% | $2,342-82.3% |
| Participant deferral / active EE | $1,351 | $2,854-52.7% | $3,897-65.3% | $3,332-59.4% |
| Admin fee / account holder | $6,280 | $3,840+63.5% | $5,194+20.9% | $4,645+35.2% |