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 | $27,148 | $65,561-58.6% | $86,188-68.5% | $75,163-63.9% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 7.73% | 46.05%-38.3pp | 1168.45%-1160.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $46 | $1,553-97.1% | $2,380-98.1% | $2,670-98.3% |
| Participant deferral / active EE | $3,482 | $3,024+15.2% | $3,985-12.6% | $4,125-15.6% |
| Admin fee / account holder | $2,562 | $5,474-53.2% | $6,852-62.6% | $5,651-54.7% |