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 | $47,522 | $63,346-25.0% | $92,233-48.5% | $70,131-32.2% |
| Participation rate | 29.3% | 68.7%-39.3pp | 76.5%-47.1pp | 69.5%-40.2pp |
| Annual return | 11.27% | 530.12%-518.8pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $333 | $2,471-86.5% | $3,679-90.9% | $2,342-85.8% |
| Participant deferral / active EE | $1,456 | $2,854-49.0% | $3,897-62.6% | $3,332-56.3% |
| Admin fee / account holder | $3,169 | $3,840-17.5% | $5,194-39.0% | $4,645-31.8% |