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 | $207,830 | $37,426+455.3% | $77,482+168.2% | $79,858+160.2% |
| Participation rate | 7.7% | 41.5%-33.8pp | 54.2%-46.5pp | 69.6%-61.9pp |
| Annual return | 9.13% | 39.70%-30.6pp | 54.79%-45.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $51 | $637-92.0% | $986-94.9% | $2,471-97.9% |
| Participant deferral / active EE | $324 | $1,260-74.3% | $1,861-82.6% | $3,740-91.3% |
| Admin fee / account holder | $52,406 | $2,504+1992.9% | $2,858+1733.8% | $5,306+887.6% |