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 | $86,187 | $88,672-2.8% | $105,223-18.1% | $82,448+4.5% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 12.67% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $662 | $3,048-78.3% | $3,689-82.0% | $2,551-74.0% |
| Participant deferral / active EE | $2,125 | $4,036-47.4% | $5,072-58.1% | $4,139-48.7% |
| Admin fee / account holder | $25,749 | $7,146+260.3% | $8,859+190.7% | $7,234+255.9% |