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 | $73,267 | $64,705+13.2% | $62,929+16.4% | $67,986+7.8% |
| Participation rate | 28.9% | 65.6%-36.7pp | 73.1%-44.2pp | 57.2%-28.3pp |
| Annual return | 8.38% | 20.31%-11.9pp | 1063.93%-1055.5pp | 31.67%-23.3pp |
| Employer contribution / active EE | $139 | $2,376-94.2% | $2,505-94.5% | $2,019-93.1% |
| Participant deferral / active EE | $1,461 | $3,198-54.3% | $3,888-62.4% | $3,358-56.5% |
| Admin fee / account holder | $9,768 | $1,428+584.0% | $5,065+92.9% | $3,203+205.0% |