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 | $144,441 | $85,766+68.4% | $136,294+6.0% | $70,131+106.0% |
| Participation rate | 67.1% | 74.2%-7.0pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 14.09% | 31.45%-17.4pp | 5155.94%-5141.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $313 | $2,966-89.4% | $4,695-93.3% | $2,342-86.6% |
| Participant deferral / active EE | $7,023 | $5,051+39.0% | $6,247+12.4% | $3,332+110.8% |
| Admin fee / account holder | $2,207 | $5,420-59.3% | $9,243-76.1% | $4,645-52.5% |