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 | $122,197 | $89,698+36.2% | $103,476+18.1% | $80,856+51.1% |
| Participation rate | 42.9% | 76.0%-33.1pp | 80.5%-37.7pp | 67.6%-24.8pp |
| Annual return | 10.87% | 22.78%-11.9pp | 23.90%-13.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $754 | $4,018-81.2% | $4,672-83.9% | $2,755-72.6% |
| Participant deferral / active EE | $3,065 | $5,456-43.8% | $6,623-53.7% | $4,296-28.6% |
| Admin fee / account holder | $20,287 | $6,768+199.7% | $9,413+115.5% | $6,918+193.3% |