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 6-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 | $43,523 | $183,519-76.3% | $155,509-72.0% | $145,922-70.2% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 6.49% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,022 | $5,313-80.8% | $4,672-78.1% | $4,660-78.1% |
| Participant deferral / active EE | $1,977 | $6,462-69.4% | $5,626-64.9% | $6,688-70.4% |
| Admin fee / account holder | $50,388 | $19,313+160.9% | $15,912+216.7% | $13,397+276.1% |