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 | $192,720 | $96,635+99.4% | $86,612+122.5% | $139,434+38.2% |
| Participation rate | 17.6% | 74.4%-56.8pp | 71.7%-54.0pp | 80.3%-62.7pp |
| Annual return | 4.64% | 106.41%-101.8pp | 591.07%-586.4pp | 372.94%-368.3pp |
| Employer contribution / active EE | $278 | $3,263-91.5% | $3,022-90.8% | $4,751-94.1% |
| Participant deferral / active EE | $1,516 | $4,836-68.7% | $4,438-65.8% | $6,710-77.4% |
| Admin fee / account holder | $1,986 | $6,408-69.0% | $5,614-64.6% | $11,403-82.6% |