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 | $132,373 | $88,360+49.8% | $145,433-9.0% | $67,986+94.7% |
| Participation rate | 57.3% | 65.5%-8.2pp | 82.1%-24.8pp | 57.2%+0.1pp |
| Annual return | 13.99% | 63.15%-49.2pp | 66.58%-52.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $338 | $3,054-88.9% | $4,554-92.6% | $2,019-83.3% |
| Participant deferral / active EE | $5,654 | $5,932-4.7% | $7,897-28.4% | $3,358+68.4% |
| Admin fee / account holder | $17,297 | $3,313+422.0% | $13,129+31.7% | $3,203+440.0% |