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 | $82,183 | $59,402+38.3% | $93,654-12.2% | $74,546+10.2% |
| Participation rate | 43.9% | 59.7%-15.8pp | 68.7%-24.8pp | 67.2%-23.3pp |
| Annual return | 9.61% | 81.86%-72.2pp | 133.34%-123.7pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,651 | $3,049+19.7% | $4,413-17.3% | $4,347-16.0% |
| Admin fee / account holder | $8,419 | $3,023+178.5% | $8,282+1.7% | $1,944+333.2% |