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 | $182,487 | $144,119+26.6% | $117,854+54.8% | $147,584+23.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 6.81% | 531.15%-524.3pp | 335.08%-328.3pp | 578.55%-571.7pp |
| Employer contribution / active EE | $231 | $4,896-95.3% | $3,786-93.9% | $4,876-95.3% |
| Participant deferral / active EE | $3,867 | $5,316-27.3% | $4,482-13.7% | $5,439-28.9% |
| Admin fee / account holder | $24,733 | $10,886+127.2% | $8,020+208.4% | $10,885+127.2% |