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 8-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 | $117,441 | $54,705+114.7% | $71,209+64.9% | $84,808+38.5% |
| Participation rate | 36.6% | 64.1%-27.5pp | 73.8%-37.2pp | 68.3%-31.7pp |
| Annual return | 12.31% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $270 | $2,158-87.5% | $2,721-90.1% | $2,631-89.7% |
| Participant deferral / active EE | $1,386 | $3,030-54.3% | $4,175-66.8% | $4,212-67.1% |
| Admin fee / account holder | $6,685 | $4,863+37.5% | $5,349+25.0% | $7,344-9.0% |