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 | $58,916 | $51,175+15.1% | $70,515-16.4% | $75,163-21.6% |
| Participation rate | 55.6% | 60.9%-5.4pp | 68.3%-12.8pp | 67.2%-11.6pp |
| Annual return | 10.58% | 30.02%-19.4pp | 32.77%-22.2pp | 160.62%-150.0pp |
| Employer contribution / active EE | $240 | $1,826-86.8% | $2,973-91.9% | $2,670-91.0% |
| Participant deferral / active EE | $1,148 | $2,849-59.7% | $4,567-74.9% | $4,125-72.2% |
| Admin fee / account holder | $18,594 | $4,091+354.6% | $6,412+190.0% | $5,651+229.1% |