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 | $135,471 | $117,841+15.0% | $102,423+32.3% | $145,922-7.2% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 7.52% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $711 | $3,615-80.3% | $3,023-76.5% | $4,660-84.7% |
| Participant deferral / active EE | $3,795 | $5,731-33.8% | $5,053-24.9% | $6,688-43.3% |
| Admin fee / account holder | $3,315 | $13,326-75.1% | $9,451-64.9% | $13,397-75.3% |