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 | $126,482 | $64,324+96.6% | $118,925+6.4% | $79,858+58.4% |
| Participation rate | 59.4% | 64.9%-5.5pp | 75.4%-16.0pp | 69.6%-10.3pp |
| Annual return | 6.58% | 86.45%-79.9pp | 35.88%-29.3pp | 31.71%-25.1pp |
| Employer contribution / active EE | $419 | $1,836-77.2% | $3,263-87.2% | $2,471-83.1% |
| Participant deferral / active EE | $2,757 | $2,824-2.4% | $4,265-35.4% | $3,740-26.3% |
| Admin fee / account holder | $43,134 | $4,040+967.7% | $6,581+555.5% | $5,306+712.9% |