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 | $179,410 | $227,553-21.2% | $189,557-5.4% | $167,490+7.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 3.19% | 78.40%-75.2pp | 64.17%-61.0pp | 478.56%-475.4pp |
| Employer contribution / active EE | $252 | $5,316-95.3% | $4,412-94.3% | $4,837-94.8% |
| Participant deferral / active EE | $12,800 | $7,002+82.8% | $6,174+107.3% | $6,341+101.9% |
| Admin fee / account holder | $1,143,109 | $11,878+9523.9% | $9,807+11555.9% | $12,309+9186.8% |