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 | $116,801 | $88,087+32.6% | $164,866-29.2% | $74,546+56.7% |
| Participation rate | 35.8% | 73.1%-37.2pp | 78.6%-42.8pp | 67.2%-31.4pp |
| Annual return | 10.52% | 17.27%-6.8pp | 69.97%-59.5pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,035 | $4,499+11.9% | $6,033-16.5% | $4,347+15.8% |
| Admin fee / account holder | $29,193 | $2,232+1208.1% | $12,689+130.1% | $1,944+1402.0% |