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 | $203,150 | $103,376+96.5% | $87,100+133.2% | $152,861+32.9% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.9%-36.0pp | 82.4%-41.5pp |
| Annual return | 8.12% | 28.10%-20.0pp | 28.19%-20.1pp | 345.32%-337.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,024 | $4,778-57.6% | $4,049-50.0% | $5,850-65.4% |
| Admin fee / account holder | $15,754 | $12,205+29.1% | $7,497+110.2% | $11,596+35.9% |