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 | $146,053 | $63,861+128.7% | $104,607+39.6% | $79,858+82.9% |
| Participation rate | 22.6% | 64.9%-42.3pp | 74.1%-51.5pp | 69.6%-47.0pp |
| Annual return | 2.72% | 21.30%-18.6pp | 340.46%-337.7pp | 31.71%-29.0pp |
| Employer contribution / active EE | $125 | $1,588-92.1% | $2,681-95.3% | $2,471-94.9% |
| Participant deferral / active EE | $1,198 | $2,693-55.5% | $3,740-68.0% | $3,740-68.0% |
| Admin fee / account holder | $33,318 | $4,185+696.1% | $6,473+414.7% | $5,306+527.9% |