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 | $131,881 | $90,348+46.0% | $75,972+73.6% | $145,922-9.6% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.1%-48.0pp | 80.3%-59.2pp |
| Annual return | 7.35% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $395 | $3,311-88.1% | $2,685-85.3% | $4,660-91.5% |
| Participant deferral / active EE | $1,194 | $5,162-76.9% | $4,255-71.9% | $6,688-82.1% |
| Admin fee / account holder | $151,089 | $8,467+1684.5% | $6,467+2236.4% | $13,397+1027.8% |