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 | $48,312 | $30,400+58.9% | $53,898-10.4% | $84,808-43.0% |
| Participation rate | 34.8% | 46.4%-11.6pp | 55.0%-20.1pp | 68.3%-33.5pp |
| Annual return | 11.74% | 500.19%-488.5pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,052 | $1,199-12.3% | $1,826-42.4% | $4,212-75.0% |
| Admin fee / account holder | $4,337 | $1,993+117.6% | $2,491+74.1% | $7,344-40.9% |