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 | $107,243 | $74,888+43.2% | $71,209+50.6% | $142,382-24.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 3.68% | 345.14%-341.5pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $283 | $2,854-90.1% | $2,721-89.6% | $4,299-93.4% |
| Participant deferral / active EE | $708 | $4,454-84.1% | $4,175-83.0% | $6,507-89.1% |
| Admin fee / account holder | $55,065 | $5,568+888.9% | $5,349+929.5% | $12,624+336.2% |