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 | $203,561 | $109,413+86.0% | $156,263+30.3% | $84,808+140.0% |
| Participation rate | 57.9% | 72.7%-14.8pp | 78.9%-21.0pp | 68.3%-10.4pp |
| Annual return | 11.19% | 20.18%-9.0pp | 59.47%-48.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $627 | $2,907-78.4% | $4,333-85.5% | $2,631-76.2% |
| Participant deferral / active EE | $6,516 | $4,590+42.0% | $6,158+5.8% | $4,212+54.7% |
| Admin fee / account holder | $76,010 | $9,357+712.4% | $14,255+433.2% | $7,344+935.0% |