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 | $48,902 | $72,400-32.5% | $67,502-27.6% | $145,922-66.5% |
| Participation rate | 21.1% | 76.9%-55.8pp | 72.9%-51.8pp | 80.3%-59.2pp |
| Annual return | 8.54% | 7182.46%-7173.9pp | 3512.12%-3503.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $92 | $3,069-97.0% | $2,731-96.6% | $4,660-98.0% |
| Participant deferral / active EE | $1,705 | $4,783-64.4% | $4,000-57.4% | $6,688-74.5% |
| Admin fee / account holder | $5,672 | $5,539+2.4% | $3,998+41.9% | $13,397-57.7% |