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 | $164,547 | $65,041+153.0% | $90,951+80.9% | $79,858+106.1% |
| Participation rate | 23.8% | 61.6%-37.8pp | 69.0%-45.2pp | 69.6%-45.8pp |
| Annual return | 9.26% | 30.45%-21.2pp | 134.60%-125.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,192 | $2,512-52.5% | $3,373-64.6% | $3,740-68.1% |
| Admin fee / account holder | $31,507 | $4,536+594.6% | $5,959+428.8% | $5,306+493.8% |