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 9-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 | $37,035 | $117,859-68.6% | $102,438-63.8% | $145,959-74.6% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 8.46% | 31.72%-23.3pp | 29.37%-20.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $840 | $3,615-76.8% | $3,024-72.2% | $4,661-82.0% |
| Participant deferral / active EE | $1,853 | $5,732-67.7% | $5,054-63.3% | $6,689-72.3% |
| Admin fee / account holder | $37,871 | $13,318+184.4% | $9,448+300.9% | $13,398+182.7% |