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 | $113,319 | $70,669+60.4% | $169,368-33.1% | $75,163+50.8% |
| Participation rate | 40.0% | 64.8%-24.8pp | 77.1%-37.1pp | 67.2%-27.2pp |
| Annual return | 9.70% | 36.36%-26.7pp | 405.60%-395.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | -$1,638 | $2,211-174.1% | $4,013-140.8% | $2,670-161.4% |
| Participant deferral / active EE | $5,599 | $4,311+29.9% | $6,221-10.0% | $4,125+35.7% |
| Admin fee / account holder | $1,782 | $5,402-67.0% | $9,003-80.2% | $5,651-68.5% |