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 | $197,358 | $133,922+47.4% | $116,228+69.8% | $142,382+38.6% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 9.59% | 147.76%-138.2pp | 90.06%-80.5pp | 217.08%-207.5pp |
| Employer contribution / active EE | $218 | $3,446-93.7% | $2,994-92.7% | $4,299-94.9% |
| Participant deferral / active EE | $2,857 | $5,672-49.6% | $4,953-42.3% | $6,507-56.1% |
| Admin fee / account holder | $81,661 | $14,945+446.4% | $11,989+581.1% | $12,624+546.9% |