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 | $106,289 | $92,703+14.7% | $82,719+28.5% | $134,475-21.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.94% | 944.92%-966.9pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $287 | $3,274-91.2% | $3,009-90.5% | $4,740-93.9% |
| Participant deferral / active EE | $1,915 | $4,802-60.1% | $4,395-56.4% | $6,400-70.1% |
| Admin fee / account holder | $541 | $5,983-91.0% | $5,329-89.8% | $11,426-95.3% |