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 | $45,009 | $26,114+72.4% | $58,482-23.0% | $74,419-39.5% |
| Participation rate | 11.1% | 32.1%-21.0pp | 50.9%-39.7pp | 70.7%-59.6pp |
| Annual return | 12.74% | 32.51%-19.8pp | 4239.32%-4226.6pp | 34.38%-21.6pp |
| Employer contribution / active EE | $77 | $536-85.5% | $1,053-92.6% | $2,637-97.1% |
| Participant deferral / active EE | $349 | $1,075-67.5% | $1,924-81.8% | $4,528-92.3% |
| Admin fee / account holder | $5,633 | $649+767.7% | $2,516+123.9% | $348+1519.4% |