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 8-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 | $79,727 | $73,933+7.8% | $96,683-17.5% | $75,163+6.1% |
| Participation rate | 60.6% | 66.4%-5.8pp | 74.3%-13.7pp | 67.2%-6.6pp |
| Annual return | 7.26% | 26.70%-19.4pp | 35.69%-28.4pp | 160.62%-153.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,435 | $3,659+130.5% | $4,878+72.9% | $4,125+104.5% |
| Admin fee / account holder | $12,611 | $5,216+141.8% | $6,730+87.4% | $5,651+123.2% |