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 | $94,571 | $65,409+44.6% | $98,442-3.9% | $85,850+10.2% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.3%-3.7pp |
| Annual return | 9.71% | 21.76%-12.0pp | 1492.73%-1483.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,211 | $3,166+96.2% | $4,276+45.2% | $3,952+57.2% |
| Admin fee / account holder | $46,024 | $4,593+902.1% | $5,949+673.6% | $6,260+635.2% |