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 | $197,938 | $106,749+85.4% | $145,433+36.1% | $82,448+140.1% |
| Participation rate | 53.2% | 75.6%-22.5pp | 82.1%-28.9pp | 68.1%-14.9pp |
| Annual return | 14.08% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $128 | $3,444-96.3% | $4,554-97.2% | $2,551-95.0% |
| Participant deferral / active EE | $7,993 | $6,519+22.6% | $7,897+1.2% | $4,139+93.1% |
| Admin fee / account holder | $25,648 | $8,390+205.7% | $13,129+95.4% | $7,234+254.5% |