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 | $102,818 | $86,286+19.2% | $111,297-7.6% | $85,850+19.8% |
| Participation rate | 51.5% | 73.3%-21.8pp | 77.3%-25.8pp | 69.3%-17.8pp |
| Annual return | 10.62% | 19.99%-9.4pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $219 | $2,043-89.3% | $2,731-92.0% | $2,565-91.5% |
| Participant deferral / active EE | $2,547 | $3,641-30.0% | $4,487-43.2% | $3,952-35.5% |
| Admin fee / account holder | $560 | $8,188-93.2% | $7,964-93.0% | $6,260-91.1% |