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 4-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 | $51,613 | $70,606-26.9% | $53,898-4.2% | $142,382-63.8% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 5.38% | 619.81%-614.4pp | 528.60%-523.2pp | 217.08%-211.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,797 | $2,364+18.3% | $1,826+53.2% | $6,507-57.0% |
| Admin fee / account holder | $522 | $2,852-81.7% | $2,491-79.0% | $12,624-95.9% |