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 7-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 | $93,367 | $65,409+42.7% | $98,442-5.2% | $85,850+8.8% |
| Participation rate | 13.3% | 65.0%-51.7pp | 73.3%-60.0pp | 69.3%-56.0pp |
| Annual return | 10.30% | 21.76%-11.5pp | 1492.73%-1482.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,024 | $3,166-67.7% | $4,276-76.1% | $3,952-74.1% |
| Admin fee / account holder | $5,858 | $4,593+27.6% | $5,949-1.5% | $6,260-6.4% |