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 | $197,288 | $148,978+32.4% | $200,582-1.6% | $84,808+132.6% |
| Participation rate | 44.8% | 84.2%-39.4pp | 86.9%-42.1pp | 68.3%-23.5pp |
| Annual return | 11.94% | 28.16%-16.2pp | 42.33%-30.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,339 | $4,815-72.2% | $6,419-79.1% | $2,631-49.1% |
| Participant deferral / active EE | $4,237 | $7,142-40.7% | $9,331-54.6% | $4,212+0.6% |
| Admin fee / account holder | $70,339 | $13,977+403.2% | $16,305+331.4% | $7,344+857.8% |