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 | $172,394 | $114,381+50.7% | $107,525+60.3% | $142,382+21.1% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 11.56% | 242.71%-231.1pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $268 | $4,015-93.3% | $3,754-92.9% | $4,299-93.8% |
| Participant deferral / active EE | $2,683 | $5,564-51.8% | $5,116-47.5% | $6,507-58.8% |
| Admin fee / account holder | $94,926 | $9,860+862.7% | $8,919+964.3% | $12,624+652.0% |