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 | $116,256 | $65,561+77.3% | $86,188+34.9% | $75,163+54.7% |
| Participation rate | 34.4% | 60.5%-26.1pp | 69.0%-34.6pp | 67.2%-32.8pp |
| Annual return | 12.39% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.2pp |
| Employer contribution / active EE | $301 | $1,553-80.6% | $2,380-87.4% | $2,670-88.7% |
| Participant deferral / active EE | $1,591 | $3,024-47.4% | $3,985-60.1% | $4,125-61.4% |
| Admin fee / account holder | $4,865 | $5,474-11.1% | $6,852-29.0% | $5,651-13.9% |