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 | $69,500 | $49,922+39.2% | $80,569-13.7% | $75,163-7.5% |
| Participation rate | 61.5% | 55.3%+6.2pp | 67.0%-5.5pp | 67.2%-5.7pp |
| Annual return | 10.84% | 34.69%-23.8pp | 935.43%-924.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $210 | $1,698-87.6% | $2,723-92.3% | $2,670-92.1% |
| Participant deferral / active EE | $2,363 | $2,990-21.0% | $4,447-46.9% | $4,125-42.7% |
| Admin fee / account holder | $8,404 | $3,577+134.9% | $5,377+56.3% | $5,651+48.7% |