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 3-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 | $83,876 | $102,317-18.0% | $146,958-42.9% | $80,856+3.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.05% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $18 | $3,713-99.5% | $4,933-99.6% | $2,755-99.3% |
| Participant deferral / active EE | $8,230 | $6,644+23.9% | $8,070+2.0% | $4,296+91.6% |
| Admin fee / account holder | $7,720 | $7,941-2.8% | $12,998-40.6% | $6,918+11.6% |