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 | $185,240 | $69,515+166.5% | $86,874+113.2% | $85,850+115.8% |
| Participation rate | 26.3% | 66.3%-40.0pp | 71.6%-45.3pp | 69.3%-43.0pp |
| Annual return | 7.91% | 20.12%-12.2pp | 63.52%-55.6pp | 318.53%-310.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,265 | $2,919-22.4% | $3,699-38.8% | $3,952-42.7% |
| Admin fee / account holder | $39,338 | $5,972+558.7% | $5,828+575.0% | $6,260+528.4% |