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 | $107,257 | $98,750+8.6% | $149,696-28.4% | $79,858+34.3% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 8.72% | 27.43%-18.7pp | 276.60%-267.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,231 | $5,680-43.1% | $6,842-52.8% | $3,740-13.6% |
| Admin fee / account holder | $41,245 | $6,053+581.4% | $9,309+343.1% | $5,306+677.3% |