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 8-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 | $78,779 | $48,230+63.3% | $67,502+16.7% | $80,856-2.6% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.6%-8.5pp |
| Annual return | 6.70% | 18.28%-11.6pp | 3512.12%-3505.4pp | 35.59%-28.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,760 | $2,924+62.8% | $4,000+19.0% | $4,296+10.8% |
| Admin fee / account holder | $73,655 | $3,681+1900.8% | $3,998+1742.5% | $6,918+964.7% |