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 | $78,675 | $65,561+20.0% | $86,188-8.7% | $75,163+4.7% |
| Participation rate | 45.3% | 60.5%-15.2pp | 69.0%-23.6pp | 67.2%-21.9pp |
| Annual return | 12.34% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,502 | $3,024-17.2% | $3,985-37.2% | $4,125-39.3% |
| Admin fee / account holder | $26,677 | $5,474+387.3% | $6,852+289.3% | $5,651+372.1% |