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 | $123,079 | $87,733+40.3% | $106,548+15.5% | $85,850+43.4% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 8.15% | 21.86%-13.7pp | 26.80%-18.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $363 | $2,073-82.5% | $2,819-87.1% | $2,565-85.8% |
| Participant deferral / active EE | $1,808 | $3,469-47.9% | $4,398-58.9% | $3,952-54.3% |
| Admin fee / account holder | $22,952 | $6,767+239.2% | $7,407+209.9% | $6,260+266.7% |