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 | $127,460 | $106,890+19.2% | $84,015+51.7% | $152,861-16.6% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.4%-71.3pp |
| Annual return | -5.22% | 104.99%-110.2pp | 71.31%-76.5pp | 345.32%-350.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,079 | $4,011-73.1% | $3,239-66.7% | $5,850-81.6% |
| Admin fee / account holder | $8,490 | $8,285+2.5% | $6,101+39.2% | $11,596-26.8% |