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 4-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 | $75,914 | $78,483-3.3% | $106,201-28.5% | $74,546+1.8% |
| Participation rate | 46.5% | 72.8%-26.3pp | 75.3%-28.8pp | 67.2%-20.7pp |
| Annual return | 3.32% | 15.94%-12.6pp | 116.26%-112.9pp | 1366.03%-1362.7pp |
| Employer contribution / active EE | $581 | $2,522-76.9% | $3,170-81.7% | $2,624-77.9% |
| Participant deferral / active EE | $3,178 | $4,320-26.4% | $5,012-36.6% | $4,347-26.9% |
| Admin fee / account holder | $17,850 | $2,236+698.5% | $11,039+61.7% | $1,944+818.4% |