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 | $21,638 | $65,561-67.0% | $86,188-74.9% | $75,163-71.2% |
| Participation rate | 64.7% | 60.5%+4.2pp | 69.0%-4.3pp | 67.2%-2.5pp |
| Annual return | 8.47% | 46.05%-37.6pp | 1168.45%-1160.0pp | 160.62%-152.1pp |
| Employer contribution / active EE | $115 | $1,553-92.6% | $2,380-95.2% | $2,670-95.7% |
| Participant deferral / active EE | $3,049 | $3,024+0.8% | $3,985-23.5% | $4,125-26.1% |
| Admin fee / account holder | $23,648 | $5,474+332.0% | $6,852+245.1% | $5,651+318.5% |