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 | $77,349 | $74,888+3.3% | $71,209+8.6% | $142,382-45.7% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.1%-15.1pp |
| Annual return | 9.72% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,941 | $4,454-34.0% | $4,175-29.6% | $6,507-54.8% |
| Admin fee / account holder | $933 | $5,568-83.2% | $5,349-82.6% | $12,624-92.6% |