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 | $189,134 | $109,881+72.1% | $150,045+26.1% | $84,808+123.0% |
| Participation rate | 52.8% | 76.1%-23.3pp | 82.3%-29.5pp | 68.3%-15.5pp |
| Annual return | 13.70% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $507 | $3,561-85.8% | $4,693-89.2% | $2,631-80.7% |
| Participant deferral / active EE | $5,782 | $6,636-12.9% | $7,997-27.7% | $4,212+37.3% |
| Admin fee / account holder | $26,783 | $8,568+212.6% | $13,435+99.4% | $7,344+264.7% |