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 | $52,676 | $45,343+16.2% | $150,298-65.0% | $67,986-22.5% |
| Participation rate | 65.5% | 51.9%+13.6pp | 77.8%-12.3pp | 57.2%+8.2pp |
| Annual return | 10.10% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $201 | $1,462-86.3% | $4,154-95.2% | $2,019-90.1% |
| Participant deferral / active EE | $1,599 | $2,055-22.2% | $5,453-70.7% | $3,358-52.4% |
| Admin fee / account holder | $11,384 | $2,250+406.0% | $14,116-19.4% | $3,203+255.4% |