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 | $85,557 | $74,888+14.2% | $71,209+20.1% | $142,382-39.9% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.1%-34.7pp |
| Annual return | 5.50% | 345.14%-339.6pp | 282.51%-277.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $208 | $2,854-92.7% | $2,721-92.4% | $4,299-95.2% |
| Participant deferral / active EE | $889 | $4,454-80.0% | $4,175-78.7% | $6,507-86.3% |
| Admin fee / account holder | $29,658 | $5,568+432.6% | $5,349+454.5% | $12,624+134.9% |