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 7-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 | $91,781 | $79,171+15.9% | $102,423-10.4% | $74,495+23.2% |
| Participation rate | 38.8% | 74.8%-36.0pp | 76.5%-37.7pp | 67.2%-28.4pp |
| Annual return | 10.70% | 54.93%-44.2pp | 29.32%-18.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $736 | $2,362-68.8% | $3,023-75.6% | $2,623-71.9% |
| Participant deferral / active EE | $3,950 | $4,415-10.5% | $5,053-21.8% | $4,346-9.1% |
| Admin fee / account holder | $10,113 | $2,001+405.5% | $9,451+7.0% | $1,942+420.8% |