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 | $130,957 | $61,789+111.9% | $97,167+34.8% | $80,874+61.9% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.7%-20.8pp | 67.6%-15.8pp |
| Annual return | 8.64% | -557.90%+566.5pp | 75.27%-66.6pp | 35.62%-27.0pp |
| Employer contribution / active EE | $135 | $1,837-92.7% | $2,729-95.1% | $2,756-95.1% |
| Participant deferral / active EE | $2,263 | $3,028-25.3% | $4,264-46.9% | $4,297-47.3% |
| Admin fee / account holder | $19,714 | $5,168+281.4% | $5,650+248.9% | $6,935+184.3% |