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 | $53,474 | $79,171-32.5% | $102,423-47.8% | $74,495-28.2% |
| Participation rate | 45.3% | 74.8%-29.5pp | 76.5%-31.2pp | 67.2%-21.9pp |
| Annual return | 11.03% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $142 | $2,362-94.0% | $3,023-95.3% | $2,623-94.6% |
| Participant deferral / active EE | $2,704 | $4,415-38.8% | $5,053-46.5% | $4,346-37.8% |
| Admin fee / account holder | $29,936 | $2,001+1396.3% | $9,451+216.8% | $1,942+1441.7% |