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 | $75,632 | $185,200-59.2% | $142,863-47.1% | $167,490-54.8% |
| Participation rate | 42.9% | 78.4%-35.6pp | 71.9%-29.1pp | 82.1%-39.2pp |
| Annual return | 2.58% | 8555.70%-8553.1pp | 5637.54%-5635.0pp | 478.56%-476.0pp |
| Employer contribution / active EE | $7 | $5,604-99.9% | $4,144-99.8% | $4,837-99.9% |
| Participant deferral / active EE | $686 | $4,494-84.7% | $3,837-82.1% | $6,341-89.2% |
| Admin fee / account holder | $11,738 | $8,031+46.2% | $6,560+78.9% | $12,309-4.6% |