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 | $110,698 | $86,929+27.3% | $102,423+8.1% | $80,856+36.9% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.6%-26.5pp |
| Annual return | 7.52% | 18.88%-11.4pp | 29.32%-21.8pp | 35.59%-28.1pp |
| Employer contribution / active EE | $332 | $2,369-86.0% | $3,023-89.0% | $2,755-87.9% |
| Participant deferral / active EE | $2,227 | $4,118-45.9% | $5,053-55.9% | $4,296-48.2% |
| Admin fee / account holder | $12,260 | $8,049+52.3% | $9,451+29.7% | $6,918+77.2% |