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 7-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 | $40,597 | $88,751-54.3% | $81,812-50.4% | $145,922-72.2% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.3%-46.3pp | 80.3%-54.2pp |
| Annual return | 7.95% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,153 | $4,643-53.6% | $4,319-50.1% | $6,688-67.8% |
| Admin fee / account holder | $23,167 | $8,415+175.3% | $7,386+213.7% | $13,397+72.9% |