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 | $168,677 | $102,604+64.4% | $86,188+95.7% | $139,434+21.0% |
| Participation rate | 5.6% | 74.5%-68.9pp | 69.0%-63.4pp | 80.3%-74.8pp |
| Annual return | 3.88% | 1922.51%-1918.6pp | 1168.45%-1164.6pp | 372.94%-369.1pp |
| Employer contribution / active EE | $216 | $3,032-92.9% | $2,380-90.9% | $4,751-95.5% |
| Participant deferral / active EE | $1,417 | $4,676-69.7% | $3,985-64.5% | $6,710-78.9% |
| Admin fee / account holder | $403,923 | $8,657+4566.1% | $6,852+5795.3% | $11,403+3442.4% |