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 | $36,003 | $27,915+29.0% | $58,482-38.4% | $75,163-52.1% |
| Participation rate | 39.6% | 38.8%+0.7pp | 50.9%-11.3pp | 67.2%-27.6pp |
| Annual return | 11.06% | 44.20%-33.1pp | 4239.32%-4228.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,131 | $1,201-5.8% | $1,924-41.2% | $4,125-72.6% |
| Admin fee / account holder | $718 | $1,726-58.4% | $2,516-71.5% | $5,651-87.3% |