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 5-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 | $49,688 | $83,902-40.8% | $167,512-70.3% | $84,808-41.4% |
| Participation rate | 15.2% | 66.5%-51.3pp | 77.1%-61.9pp | 68.3%-53.2pp |
| Annual return | 10.00% | 91.55%-81.5pp | 1615.79%-1605.8pp | 40.90%-30.9pp |
| Employer contribution / active EE | $402 | $2,264-82.3% | $3,882-89.7% | $2,631-84.7% |
| Participant deferral / active EE | $1,610 | $4,442-63.8% | $6,405-74.9% | $4,212-61.8% |
| Admin fee / account holder | $6,038 | $7,915-23.7% | $9,769-38.2% | $7,344-17.8% |