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 | $121,248 | $60,022+102.0% | $88,946+36.3% | $84,808+43.0% |
| Participation rate | 27.9% | 57.8%-29.9pp | 68.8%-40.9pp | 68.3%-40.4pp |
| Annual return | 10.73% | 22.43%-11.7pp | 57.82%-47.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $10 | $1,703-99.4% | $2,555-99.6% | $2,631-99.6% |
| Participant deferral / active EE | $2,163 | $3,114-30.5% | $4,581-52.8% | $4,212-48.6% |
| Admin fee / account holder | $17,695 | $4,811+267.8% | $8,261+114.2% | $7,344+140.9% |