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 9-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 | $142,911 | $88,751+61.0% | $81,812+74.7% | $145,922-2.1% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.3%-54.2pp | 80.3%-62.1pp |
| Annual return | 3.21% | 1025.40%-1022.2pp | 773.79%-770.6pp | 561.29%-558.1pp |
| Employer contribution / active EE | $55 | $3,083-98.2% | $2,912-98.1% | $4,660-98.8% |
| Participant deferral / active EE | $1,255 | $4,643-73.0% | $4,319-70.9% | $6,688-81.2% |
| Admin fee / account holder | $2,669 | $8,415-68.3% | $7,386-63.9% | $13,397-80.1% |