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 | $67,984+7.8% | $65,493+11.9% | $74,304-1.4% |
| Participation rate | 28.9% | 66.3%-37.4pp | 73.1%-44.1pp | 60.3%-31.4pp |
| Annual return | 8.38% | 19.87%-11.5pp | 982.45%-974.1pp | 29.43%-21.0pp |
| Employer contribution / active EE | $139 | $2,491-94.4% | $2,574-94.6% | $2,241-93.8% |
| Participant deferral / active EE | $1,461 | $3,346-56.4% | $3,961-63.1% | $3,767-61.2% |
| Admin fee / account holder | $9,768 | $1,373+611.6% | $5,028+94.3% | $2,969+229.0% |