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 | $59,533 | $58,264+2.2% | $86,612-31.3% | $71,457-16.7% |
| Participation rate | 38.7% | 65.0%-26.3pp | 71.7%-33.0pp | 67.9%-29.3pp |
| Annual return | 12.81% | 21.63%-8.8pp | 591.07%-578.3pp | 28.85%-16.0pp |
| Employer contribution / active EE | $326 | $2,574-87.3% | $3,022-89.2% | $2,588-87.4% |
| Participant deferral / active EE | $2,111 | $3,436-38.6% | $4,438-52.4% | $4,289-50.8% |
| Admin fee / account holder | $11,295 | $1,057+968.5% | $5,614+101.2% | $1,587+611.6% |