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 | $36,225 | $22,587+60.4% | $65,255-44.5% | $75,163-51.8% |
| Participation rate | 55.9% | 63.1%-7.2pp | 65.0%-9.1pp | 67.2%-11.3pp |
| Annual return | 10.96% | 71.03%-60.1pp | 47.35%-36.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $964 | $1,695-43.1% | $2,831-65.9% | $4,125-76.6% |
| Admin fee / account holder | $7,707 | $1,876+310.9% | $4,112+87.4% | $5,651+36.4% |