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 | $126,883 | $179,726-29.4% | $156,263-18.8% | $142,382-10.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 1.88% | 77.86%-76.0pp | 59.47%-57.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $1,077 | $5,069-78.8% | $4,333-75.1% | $4,299-74.9% |
| Participant deferral / active EE | $2,154 | $6,956-69.0% | $6,158-65.0% | $6,507-66.9% |
| Admin fee / account holder | $129,220 | $17,272+648.1% | $14,255+806.5% | $12,624+923.6% |