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 5-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 | $92,392 | $85,766+7.7% | $136,294-32.2% | $70,131+31.7% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 14.21% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $436 | $2,966-85.3% | $4,695-90.7% | $2,342-81.4% |
| Participant deferral / active EE | $2,492 | $5,051-50.7% | $6,247-60.1% | $3,332-25.2% |
| Admin fee / account holder | $1,975 | $5,420-63.6% | $9,243-78.6% | $4,645-57.5% |