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 | $209,437 | $95,416+119.5% | $185,823+12.7% | $85,850+144.0% |
| Participation rate | 60.9% | 68.8%-7.9pp | 81.7%-20.8pp | 69.3%-8.4pp |
| Annual return | 10.05% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,054 | $3,423+47.6% | $5,568-9.2% | $3,952+27.9% |
| Admin fee / account holder | $23,401 | $7,213+224.4% | $16,237+44.1% | $6,260+273.8% |