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 | $86,078 | $150,440-42.8% | $136,294-36.8% | $147,584-41.7% |
| Participation rate | 21.7% | 84.4%-62.7pp | 81.9%-60.2pp | 82.8%-61.1pp |
| Annual return | 9.25% | 1049.08%-1039.8pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $865 | $5,256-83.6% | $4,695-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,749 | $6,630-58.5% | $6,247-56.0% | $5,439-49.5% |
| Admin fee / account holder | $18,845 | $10,905+72.8% | $9,243+103.9% | $10,885+73.1% |