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 | $152,583 | $68,719+122.0% | $91,541+66.7% | $84,808+79.9% |
| Participation rate | 17.8% | 64.5%-46.7pp | 69.8%-52.0pp | 68.3%-50.5pp |
| Annual return | 12.75% | 19.12%-6.4pp | 20.50%-7.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $148 | $1,920-92.3% | $2,505-94.1% | $2,631-94.4% |
| Participant deferral / active EE | $1,878 | $3,136-40.1% | $4,008-53.2% | $4,212-55.4% |
| Admin fee / account holder | $4,327 | $5,786-25.2% | $6,956-37.8% | $7,344-41.1% |