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 | $101,553 | $91,190+11.4% | $178,490-43.1% | $79,858+27.2% |
| Participation rate | 2.6% | 69.2%-66.6pp | 81.9%-79.3pp | 69.6%-67.0pp |
| Annual return | 0.02% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $276 | $3,256-91.5% | $5,011-94.5% | $2,471-88.8% |
| Participant deferral / active EE | $7,148 | $3,236+120.9% | $5,202+37.4% | $3,740+91.1% |
| Admin fee / account holder | $11,658 | $6,751+72.7% | $13,984-16.6% | $5,306+119.7% |