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 | $137,071 | $117,841+16.3% | $102,423+33.8% | $145,922-6.1% |
| Participation rate | 44.4% | 78.6%-34.1pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 8.23% | 31.65%-23.4pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $665 | $3,615-81.6% | $3,023-78.0% | $4,660-85.7% |
| Participant deferral / active EE | $2,659 | $5,731-53.6% | $5,053-47.4% | $6,688-60.2% |
| Admin fee / account holder | $73,105 | $13,326+448.6% | $9,451+673.5% | $13,397+445.7% |