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 | $132,693 | $65,561+102.4% | $86,188+54.0% | $75,163+76.5% |
| Participation rate | 52.2% | 60.5%-8.2pp | 69.0%-16.7pp | 67.2%-15.0pp |
| Annual return | 11.68% | 46.05%-34.4pp | 1168.45%-1156.8pp | 160.62%-148.9pp |
| Employer contribution / active EE | $109 | $1,553-93.0% | $2,380-95.4% | $2,670-95.9% |
| Participant deferral / active EE | $3,117 | $3,024+3.1% | $3,985-21.8% | $4,125-24.4% |
| Admin fee / account holder | $682 | $5,474-87.5% | $6,852-90.0% | $5,651-87.9% |