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 8-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 | $28,024 | $150,440-81.4% | $136,294-79.4% | $147,584-81.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 7.26% | 1049.08%-1041.8pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $764 | $5,256-85.5% | $4,695-83.7% | $4,876-84.3% |
| Participant deferral / active EE | $4,159 | $6,630-37.3% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $2,853 | $10,905-73.8% | $9,243-69.1% | $10,885-73.8% |