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 | $129,589 | $57,281+126.2% | $86,612+49.6% | $75,163+72.4% |
| Participation rate | 65.9% | 63.2%+2.7pp | 71.7%-5.8pp | 67.2%-1.3pp |
| Annual return | -6.48% | 2670.75%-2677.2pp | 591.07%-597.6pp | 160.62%-167.1pp |
| Employer contribution / active EE | $93 | $2,314-96.0% | $3,022-96.9% | $2,670-96.5% |
| Participant deferral / active EE | $6,823 | $3,318+105.7% | $4,438+53.8% | $4,125+65.4% |
| Admin fee / account holder | $3,091 | $4,112-24.8% | $5,614-44.9% | $5,651-45.3% |