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 | $198,847 | $95,803+107.6% | $113,168+75.7% | $84,808+134.5% |
| Participation rate | 42.6% | 72.9%-30.3pp | 76.6%-34.0pp | 68.3%-25.8pp |
| Annual return | 11.24% | 25.00%-13.8pp | 24.27%-13.0pp | 40.90%-29.7pp |
| Employer contribution / active EE | $370 | $2,360-84.3% | $2,975-87.6% | $2,631-85.9% |
| Participant deferral / active EE | $2,847 | $4,242-32.9% | $5,107-44.3% | $4,212-32.4% |
| Admin fee / account holder | $30,995 | $8,989+244.8% | $12,068+156.8% | $7,344+322.1% |